Day: August 20, 2018

Prescott Estate Planning Council Presentation August 22, 2018 Trust Administration APPOINTMENT OF SUCCESSOR TRUSTEE Review the trust document to determine who is appointed as successor trustee(s) upon the death or incapacity of the settlor. If the settlor is alive, but incapacitated, review the trust terms to ensure you have acceptable evidence of incapacity. The trustee’s [...]Continue reading