Trust administration might seem like a simple process, but there are a lot of things that can complicate it. Over the years, we’ve seen a number of horror stories that we’d like to save you from!

In this video, we’ll share stories of what can go wrong and why and we’ll share how to avoid a horror story of your own. If you have questions or would like to work with an attorney who can make the process easier for you, contact us today!

Timestamps:
00:00 Introduction
00:43 When a Child Is Disinherited
01:46 Assets Not Held in the Trust
02:16 Payable on Death/Transfer on Death Accounts
03:44 Assets in Many Different Places
05:06 Naming Charities as a Remainder Beneficiary
06:19 Naming a Successor Trustee
08:04 Promised Gifts Not in the Trust
09:13 Closing Remarks: Avoiding Pitfalls in Trust Creation and Administration

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