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Acceptance of Successor Trustee Form California 2015-2025

Acceptance of Trusteeship California 2015-2025 Form

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Video instructions and help with filling out and completing Acceptance Of Successor Trustee Form California

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Instructions and help about successor trustee form

hey there i'm estate planning attorney paul rabelais and in this video i am going to explain what information a beneficiary of a trust is entitled to so here's the deal lots of people are setting up trusts these days people are setting up testamentary trusts in their wills people are setting up revocable living trusts and then people are setting up revocable living trusts that have sub trusts that go on after the death of the set lore or set lowers and people are setting up what i call gifting trust that parents and grandparents often establish for their children and grandchildren sometimes for estate tax avoidance purposes the trustees of these trusts not trying to be rude here but the trustees of these trusts are often in over their heads they've never been a trustee before the trustee is often some best friend or relative of the set lore the person who set up the trust the trustees often don't know the investment and accounting rules that are required

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Acceptance of Trustee form

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