Any trusts and estates attorney who has been in practice for more than a few years is likely to have dealt with an incapacitated trustee. A common problem is that of a superannuated trustee who is no ...
Assume sole trustee of an irrevocable discretionary trust for benefit of deceased settlor’s descendants living from time to time suffers a sudden unforeseen mental disability that causes trustee to ...
In the intricate world of estate planning, trust agreements serve as the backbone for organizing and transferring wealth effectively. At the heart of these agreements lies the trustee, a role that’s ...
The dispute between Donald and Shelly Sterling focused on the issue of whether Shelly Sterling followed the steps required in the trust to remove her husband as trustee on the grounds of his ...
So, Aunt Jane just asked you to be the trustee of her trust. You were flattered and, of course, accepted. But what did you get yourself into? Too many consumers readily accept fiduciary appointments ...
MLC’s Jessica Silva outlines situations where another person can or must act as an SMSF trustee for a person who is unable to do so themselves. While all self-managed super fund (SMSF) members must be ...
As we get older we should expect to experience cognitive decline, but this does not mean we will develop dementia. It may just mean that we may find it more difficult to make decisions and problem ...
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