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36 PROBATE& PROPERTY JULY/AUGUST 2003 Twenty-five Things You Have to Know About Appointing Trustees By Steve R. Akers CLIENT: OK, I’ll make gifts to save estate taxes, but only if my two children can’t get at the money while I’m alive and as long as I can stay in control. ATTORNEY: Well, there are limits . . . . CLIENT: Name me as the trustee, or executor, or whatever it’s called. My daughter’s disastrous with money, and my son’s a dope head we all fight with all the time. ATTORNEY: There are tax...
2012-12-31T09:29:34.027-06:00
Steve R. Akers
Twenty-five Things You Have to Know About Appointing Trustees
2005-06-03T10:35:14-05:00
2005-06-03T10:35:14-05:00
2003-08-26T14:25:29-05:00
QuarkXPress. 4.1: AdobePS 8.7.2 (104)
Steve R. Akers
2012-07-09T12:09:38.163-05:00
Acrobat Distiller 5.0.5 for Macintosh
Acrobat Distiller 5.0.5 for Macintosh
The estate planner must carefully wrestle with what control can be given to the clients and the clients’ family members as trustee. Here are twenty-five things the attorney must consider in making these decisions.
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