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Who Should Be My Trustee?

August 18, 2016 Posted In Trustee Duties,Trustees,Trusts

Helpful tips for choosing the right person to serve as a trustee The answer to this question is important to consider, as your choice in trustees can have significant impacts in the future. For instance, while a good trustee can ensure that assets are distributed according to your wishes (i.e., the terms of the trust),…

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Trusts & Taxes: FAQs about Tax Obligations for Trusts & Trustees

July 15, 2016 Posted In Executors & Fiduciaries,Firm News,Trust Administration,Trustee Duties,Trustees,Trusts

Trusts & Taxes: FAQs Taxation for trusts can be complicated, as there are special rules in place for filing and paying for trust-related taxes (as opposed to personal or business taxes). Understanding the obligations and requirements for the taxes related to trusts is important to properly managing and administering trusts and to avoiding future complications,…

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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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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.