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Do You Know the Duties and Responsibilities of a Trustee?
Do You Know the Duties and Responsibilities of a Trustee?

The Trustee acts as the legal owner of trust assets, and is responsible for handling any of the assets held in trust, tax filings for the trust, and distributing the assets according to the terms of the trust. For our clients who have set up a Living Trust, you are the ...

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Recent Posts
  • Do You Know the Duties and Responsibilities of a Trustee?

    The Trustee acts as the legal owner of trust assets, and is responsible for handling any of the assets held in trust, tax filings for the trust, and distributing the assets according to the terms of ...

    Read More
  • Having the Difficult, But Necessary Conversations

    With the coming of the Fall season, we are also about to head into a time of year filled with a number of holidays where we might be around and with family. This is always time of year that I advise ...

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  • Guess What Might Be Back?!

    The government may be trying to get their hands into your and your loved ones’ pockets again – – and in a VERY BIG way! I am not going to predict which political party will win the November election ...

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  • Why You Should Finalize or Set Up Your Will During the COVID-19 Pandemic

    As the COVID-19 pandemic rapidly affects our everyday lives in unprecedented ways, our legal team at Thompson | VonTungeln A P.C. has been getting calls from clients of all ages and background who are ...

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  • I'm not dead yet! Why do I need Estate Planning? Part 2

    You may be under the assumption that a durable power of attorney will prevent the court’s involvement at incapacity- A durable power of attorney lets you name someone to manage your financial affairs ...

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  • Why I Love LegalZoom

    There are numerous reasons I love LegalZoom. Here are a few: First, my ideal estate planning clients do not use LegalZoom for their estate planning. The people who use LegalZoom would never go to a ...

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