How can we find a *reputable* Fiduciary for our SNT who will accept SNT and not require millions in assets?
Laurel's answer
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Answered on May 12, 2025
Hi, I’m a fiduciary/attorney. A good way to find a fiduciary is look on the PFAC website. There is a list with profiles there. You can also contact...
Is "sold the house and still have to do X, Y and Z" acceptable for annual accounting?
Laurel's answer
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Answered on October 04, 2022
Unless the trust specifically says the Trustee is relieved of the duty to do an accounting, the Trustee should provide one annually at least. ...
I'm planning a revocable Living Trust here in CA. Question about funding.
Laurel's answer
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Answered on August 28, 2022
A “magic wand provision” is a stop gap measure in case assets are forgotten or mistakenly left out of the trust. It will require the successor...
Trust information?
Laurel's answer
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Answered on August 24, 2022
Greetings,
After 13 years it’s always a good idea to update an estate plan. Things change and the plan should reflect those changes.
Often...
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