Conservator and Trustee of Trust: Marsha Goodman, Phoenix Attorney

We can help with that because it can be complicated. Usually when someone needs a conservator or a trustee of their trust, they have some assets that might be a little bit complex, and there are legal reporting requirements. So we help many families administer their trust, their family trust, and also act as conservators […]

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Can I Open Checking Account as Successor Trustee While Primary is Still Alive?

Today’s question comes from Waukesha Wisconsin and the reader has the following can I open a checking account in the name of a trust if I am the only successor trustee while the primary is alive so by primary I think they mean the grantor the creator of the trust who’s probably still serving as […]

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