New Episode of The Estate of The Union Podcast!
The new episode of The Estate of The Union podcast is out now. In Episode 5 Brad Wiewel is joined by attorney Ann Lumley, Director
July 9, 2021
The Responsibilities of a Trustee
A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee. A trustee has a ‘fiduciary duty’ to serve the grantor and not benefit personally.
November 19, 2020
Probate versus Trust Administration
Probate and trust administration are not the same. There are important differences and similarities between administering a decedent’s probate estate and administering a decedent’s trust estate.
July 28, 2020
Difference between Inter Vivos Trust and Testamentary Trust
Estate planning offers tools to establish and maintain effective control over cash, investments and real estate assets during a person’s lifetime and upon death. While wills and beneficiary designations work well to ensure that an estate plan meets the unique needs of the individual establishing the plan, each has its limits.
April 28, 2020