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Your Trustee Duties: Here Is What You Need to Know (Pt. 3)

December 5, 2014 Posted In Executors & Fiduciaries,Firm News,Trust Administration,Trustee Duties,Trustees,Trusts

Wrapping up our three-part blog series, Your Trustee Duties: Here’s What You Need to Know, below, we will point out some additional administrative obligations that comprise trustee duties. Your Trustee Duties: More Administrative Obligations Are you ready for some professional help with your trustee duties? If so, contact the Denver trust and estate planning lawyer…

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Your Trustee Duties: Here Is What You Need to Know (Pt. 1)

November 25, 2014 Posted In Firm News,Trust Administration,Trustee Duties

Being a trustee is a big responsibility that comes with both ethical and administrative obligations. Although you do not have to have an attorney inform you of these obligations or help you comply with them.  If you try to administer a trust on your own (especially when you may have some other significant obligations in…

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Setting up a Living Trust: Six Facts to Know (Pt. 3)

October 25, 2014 Posted In Estate Planning,Firm News,Trust Administration,Trusts

Concluding our blog series Setting up a Living Trust: 6 Facts to Know, below we will point out some final important facts to be aware of if you are considering setting up a living trust. Setting Up a Living Trust: Some Final Facts to Consider… Fact 5 – While there are a number of advantages…

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John Phillips has now gone to JR Phillips & Assoc. PC.  Justin Blow, Denise Husa, and Lexus Bohan are now with Colorado Estate Matters and can be reached below.