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Trustee Form

Trustee Form

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Video instructions and help with filling out and completing Trustee Form

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Instructions and help about appointment successor trustee form

hey there I'm estate planning attorney Paul rabay and in this video I'm going to explain the decision many people go through when they don't want to dump a lump sum of an inheritance into an heir's lab and they must designate a trustee so let's say Fred Flintstone has accumulated assets and is now realizing that his daughter Pebbles will likely inherit somewhere around $3 million but Pebbles hasn't made the wisest financial decision during her lifetime Fred doesn't want to dump $3 million into pebble's lap so the conversation then turns to Fred leaving Pebbles inheritance to a trust for Pebbles so that Pebbles inheritance will be doled out to Pebbles over time instead of giving to her in one big lump sum in addition to Fred deciding when Pebbles can get distributions from the trust Fred also must decide who will be the trustee of that trust after Fred dies the trustees duties after Fred dies would be to see that the trust

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