Choosing a Trustee for A Child’s Special Needs Trust
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Choosing a Trustee for A Child’s Special Needs Trust
Contact Us: 781-705-6400
Contact Us: 781-705-6400
Choosing a Trustee for A Child’s Special Needs Trust
Serving as trustee is a big responsibility; follow these 10 simple steps to prevent problems from arising. Margolis & Bloom, Wellesley, MA, 781-705-6400
What happens when a trustee’s duties are breached and he starts transferring funds for their own benefit? Margolis & Bloom, Wellesley, MA, 781-705-6400
Professional trustees more than justify their fees by providing many valuable services. Margolis & Bloom, Wellesley, MA, 781-705-6400
Grantors should provide a written statement of their wishes to trustees. Blog post from Margolis & Bloom, Wellesley, MA, 781-705-6400
The Massachusetts Appeals Court concluded that a custodian holding an individual retirement account, or IRA, has contractual and fiduciary duties to the beneficiaries, reversing the dismissal of case brought against UBS for failure to distribute IRA proceeds.
Harry Margolis will explain the Massachusetts estate tax structure and address steps to reduce or eliminate the estate taxes on their estates.
This case shows how an estate plan can go wrong and the importance of picking the right trustee. Margolis & Bloom, Wellesley, MA, 781-705-6400
Every trust needs to have a mechanism for removing and replacing incapacitated trustees. Blog post from Margolis & Bloom, Wellesley, MA, 781-705-6400