Hogue Barnett:
Trust Administration
Our team at Hogue Barnett is experienced and committed to assist you in every step of the trust administration process.
“Administration” or “settlement” of a trust after a death is a sobering responsibility. It is of utmost importance that you seek appropriate professional assistance and the trustee should be represented by legal counsel. There are many legal, tax, accounting, and investment obligations/duties of a trustee, some of which impose personal liability on the trustee(s).
Have you been named as a Successor Trustee? We guide and assist trustees through the maze of legal, accounting, tax and ethical issues required to administer and distribute the estate of a deceased person.
Educational Resources on Trust Administration
Named As A Successor Trustee? Now What?
You’ve been named as a Successor or Alternate Successor Trustee of your friend’s/loved one’s revocable living trust. As their chosen trustee, you now have the responsibility to ensure that all designated wishes are carried out accordingly and accurately in accordance with trusts’ provisions. Our overview provides guidance for understanding what this role entails and addresses […]
The 4 Things You Should Know About Settling An Estate
When it comes to settling an estate, the process can feel overwhelming and complicated. From navigating complicated legal documents to ensuring that everything is taken care of in a timely manner, without making mistakes along the way — there’s no question that this isn’t something you want to try on your own. To help make […]
The Pros & Cons Revealed: Corporate Fiduciary Over Friends And Family?
When appointing a fiduciary for your estate or trust, it may seem like an easy decision to select among friends and family; however, if the candidates are minors or not fully qualified – that’s when you might want to consider giving corporate fiduciaries serious consideration. After all, this is a crucial choice – one which […]
The BIG Question If You’re A Successor Trustee… Do You Need Help?
Assessing Your Family’s Capability to Manage Your Trust Settlement Settling the estate of a loved one through a revocable living trust can be an intimidating process. This is why it’s important to consider if your family has the capacity and resources to handle this task without assistance from an attorney or other legal expert. Here […]
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Your Estate, Your Legacy—Let’s Plan It Right
We know it’s important for you to find the right attorney when you’re worried about protecting your money and preserving your estate.