Factors to Consider when Choosing a Trustee

It is essential to choose a qualified trustee because this person (or institution) is responsible for carrying out your wishes and protecting your trust’s assets.
 
The law requires a trustee to be a legally competent adult, that is, a person 18 or over capable of managing his or her affairs.  Other than that...

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Should I Have a Trust?

I hear this question a lot when I teach seminars.  If you’ve been to a seminar, you have heard me say that “trusts come in many flavors.”  There are all sorts of trusts, and whether you should have one depends entirely on your situation.  I would say that about one-third of my clients need...
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Elder Care Workshop Series at Norwell Public Library

  Getting older? Taking care of someone who is? Come to this three-part series to learn some helpful tips from local Elder Services professionals. Wednesday, March 8: “Who Can Help Me?” Find out how to access elder services in your community. Presented by Susan Curtin, Director at Norwell Council on Aging.   “Elder Law 101” Get to know the basics...
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A Family Only Needs One Special Needs Trust

Have you set up a Special Needs Trust (SNT) to receive your disabled child’s share of your estate when you die?  Are there other family members who might also want to leave something to your disabled child, for example grandparents or a doting uncle?  Or even non-family members, such as god-parents or very close...
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