What follows is a sample letter to be sent by an attorney who has established a testamentary special needs trust for a disabled adult. The letter is intended for the brother, sister or other individual who will be serving as trustee. It assumes that the parent who had previously cared...
One of the
exceptions to the funding requirements of lifetime trusts ( EPTL 7-1.18 ) is
the so-called "pour-over" trust, where the trust is established to receive
testamentary assets under a decedent's Will ( EPTL 3-3.7 ), or a trust in
which the trustee is designated as a beneficiary...
Status To Object
By Hon. C. Raymond Radigan, Ruskin Moscou Faltischek, P.C.
a contested accounting proceeding one may not object to the actions of a
settlor/trustee concerning investment decisions made during the lifetime of the
settlor and may not object to the actions of a trustee of a trust...