Day: October 2, 2018

Senior Connection Expo October 2, 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 (i.e. the person who created the trust). If the settlor is alive, but incapacitated, review the trust terms to ensure you have acceptable [...]Continue reading
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