If you’ve been named the executor or administrator of a trust, you might be wondering what your responsibilities are. To those unfamiliar with trust administration, the process can be daunting. But with the help of an experienced attorney, you can rest easy knowing your loved ones’ assets – and your own inheritance – are being taken care of.
The Satori legal team is experienced inevery step of trust administration. We can walk you through managing real property, bank and investment accounts, and any other asset involved in the trust. We understand that this may be a difficult time for your family, and will work to ensure that you can rest easy knowing your assets are protected.
It is a common misconception that oral contracts are not enforceable. It is true that certain agreements must be in writing to be enforceable. For example, the statute of frauds requires agreements involving real property, marriage, performance over multiple years and...
Caring for an aging parent is a common challenge for Baby Boomers, and now even Gen-X’ers and Millennials. And, stepping in to help manage your parents’ finances, without eroding their sense of independence and privacy, can be tricky. Many aging parents are reluctant...