Is it True That Each Trustee Can Be Held Liable for Each Other’s Actions?
There are three things you must do when preparing to act as a Trustee of a Trust. The first is to read…
Employee Spotlight: Kellie Bright
Kellie Bright joined our firm as a receptionist in 2025 and has quickly become known for her warm, welcoming personality and genuine…
Trustee Series: 6 Tips for Working Successfully with an Estate Planning Attorney
Serving as a Trustee can be an honor and a challenge. For instance, this may be the first time you have had…
What Does Duty of Loyalty Mean for a Trustee?
Stepping into the role of Trustee for the first time can feel both meaningful and intimidating. You are taking on a job…
Trustee Series: Here’s a Quick Trustee Shortlist
When you take over as a Trustee for the first time, you will undoubtedly have a lengthy list of questions—not just about…
Business Succession: Keeping Your Company Strong While Treating Children Fairly
This process—known as business succession planning—can be simple when one child has been in the trenches with you, learning how to make…
Big Changes on the Horizon for ABLE Accounts Starting in 2025
Our team of estate planning and elder law attorneys has been busy over the past couple of years discussing the benefits of…
Trustee Series: 4 Ways to Take Over as a Trustee
You have agreed to be the Trustee of your parents’ Trust. You have also read up on what this new role requires…
Elder Law: New Financial Scam Targets Senior Citizens with Devastating Losses
As we have said many times in the past, our role as elder law attorneys is to assist families and their loved…
Trustee Series: Estate Planning, Probate, and Estate Administration Terminology
As a first-time Trustee of a Trust, you will undoubtedly be inundated with a lengthy list of estate planning, probate, and estate…
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