Yes, have an attorney facilitate - preferably the one who set up the trust.

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Oct 23, 2020
9:59:05am

Penske Material Truly Addicted User

Yes, have an attorney facilitate - preferably the one who set up the trust.

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Penske Material

Previous username: Santos L. Halper
Bio page: Penske Material
Joined: Sep 25, 2012
Last login: May 18, 2024
Total posts: 21,137 (622 FO)

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Messages

Author

Time

Estate planning question

10/23/20 9:56am

Son signs a document that says he doesn’t want to serve. Who ever is listed

mkg

10/23/20 9:58am

Yes, have an attorney facilitate - preferably the one who set up the trust.

Penske Material

10/23/20 9:59am

Depends on the documents. Dad plan still controls that.

10/23/20 9:59am

Do you mean trustee or executor? Trust should have provision for who is up next.

bruincoug

10/23/20 10:11am

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