Trust Administration

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I’ve Been Appointed Trustee. Now What Do I Do? (Part II)

2020-06-29T22:18:54+00:00

I’ve Been Appointed Trustee. Now What Do I Do? (Part II) Hi everybody. Miranda Dressler here, attorney with the Law Offices of Bridget Mackay in Petaluma, California. And in this blog, I'm going to continue to talk about what to do if your parents have named you as the trustee of their trust. And in this second part of the blog (click here for part one)I'm going to be discussing specifically acting as trustee once both of your parents have in fact passed away. So, in this scenario if you haven't already taken over as trustee while your parents [...]

I’ve Been Appointed Trustee. Now What Do I Do? (Part II)2020-06-29T22:18:54+00:00

Keep Your Trust Up-To-Date! Tales of Caution

2020-06-29T22:48:37+00:00

Keep Your Trust Up-To-Date! Tales of Caution Hi there, Bridget Mackay from the Law Offices of Bridget Mackay in Petaluma, California. Today I want to talk about stale trust and sort of keeping up to date or keeping your trusts up to date. I recently did a trust administration where the parents, the last spouse to die was the mom and they had several parcels in another state that she had been paying property tax on. And when we got the deeds from those states, that state, it was actually titled in her parent's name. Then we discovered a [...]

Keep Your Trust Up-To-Date! Tales of Caution2020-06-29T22:48:37+00:00

What Are The First Steps Of A Trust Administration

2020-06-29T22:03:10+00:00

What Are The First Steps Of A Trust Administration Hi there, Bridget Mackay here, I live in Petaluma, California and I have a practice in estate planning and elder law, I'm an attorney, and I want to talk to you a little bit today about trust administration. This would be a situation in which you find yourself being named as the trustee in your parent's trust or your sibling's trust, or your friend's trust and you've been told that you are, hopefully, before this ever happened, that you are that person, and hopefully you have a copy of the [...]

What Are The First Steps Of A Trust Administration2020-06-29T22:03:10+00:00

Expectations For Trust Administration

2020-06-29T22:03:27+00:00

Expectations For Trust Administration Hi there. My name is Bridget Mackay. I'm an attorney in Petaluma, California, and I practice in the area of estate planning and elder law, and today I want to talk to you a little bit about expectations. This comes from a situation I had in my own practice where I had a trustee who had beneficiaries. The folks had died, and the trustee was getting calls from the people that were named in the trust, their siblings and other folks that were named, wondering, "Where's our money?" The one thing you have to remember, [...]

Expectations For Trust Administration2020-06-29T22:03:27+00:00