Asset Management for Trusts

By William C. Mason III, Of Counsel

A person’s decision to create a trust typically rests upon two factors: (1) the ability of a trust to manage distributions much more effectively than a will; and (2) that person’s desire to spare his or her beneficiaries the time and expense of probate. However, mere execution of a trust will not necessarily prevent particular [...]

By |2024-01-28T01:07:21+00:00June 15th, 2023|Uncategorized|Comments Off on Asset Management for Trusts

By William C. Mason III, Of Counsel

When Should I Amend my Trust?
By William C. Mason, III, Of Counsel

As your life changes, so too can your revocable trust. While there are numerous reasons why you may want to modify your trust, the following events are the most common that necessitate a trust amendment: The birth or adoption of a child When initially creating your trust, you may have named individuals such as siblings, [...]

By |2024-01-28T01:11:26+00:00May 8th, 2023|Assets, Trust, Uncategorized|Comments Off on When Should I Amend my Trust?
By William C. Mason, III, Of Counsel
Go to Top