Trustee  Services (Trust Administration) Offered

Trustee Services (Trust Administration) Offered

Since 1995 our firm has counseled clients on estate planning, with an underlying premise being that easing the transition after a loss of a loved one is a meaningful gift to family and friends. As part of their estate plans, many clients choose to establish trusts. ...
4 Estate Planning Myths That Refuse to Die

4 Estate Planning Myths That Refuse to Die

An article published in Forbes (May 5, 2019) debunks 4 estate planning myths.  Our estate planning attorneys agree.  Whether you are starting an estate plan from scratch or have a reason to update the one you have in place, Sanford, Pierson, Thone & Strean, PLC...

Duties and Powers of the Trustee

In general, a trustee’s duties are to administer the trust; specifically to hold, administer and distribute the assets of the trust estate in accordance with the trust agreement and applicable law. Various statutory provisions, portions of which are set forth below,...