Recently, a new unpublished case was decided by the Appellate Courts on the issue of Undue Influence, Rowan v Billington, et al. As I was reading the Court’s decision, it reinforced for me how so many people misunderstand the legal concept that is Undue Influence, especially when it deals with probate matters. I take many calls where a … [Read more...]
Trust Administration
What is trust administration? Trust administration is the work a trustee does on behalf of the trust to meet its purpose. For example, when a trustee uses trust assets and pays the bills of the Settlor (the person who created the trust) because the settlor is incapacitated, the trust is being administered. Trust administration is not only the day … [Read more...]
How Do I Get Started
“Yeah, Yeah, Yeah, I know I need an Estate Plan. I have assets, and I have ideas about what I want done with some of them. But it is depressing to think about dying, and it’s expensive! Why should I even bother? And how do I get this done?” Like Taxes, Death is inevitable. No one is leaving this world any other way, and to ignore or put off … [Read more...]