BPE Law

Estate Planning Checklist

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  • Checklist for Trust Administration – Part 6

    Distributing to the Beneficiaries    by Julie Garber with Steve Beede Usually the first question that the trust beneficiaries will ask the successor Trustee is “When can I expect to receive my inheritance?” But unfortunately for the beneficiaries, making distributions of the trust assets to the trust beneficiaries is the very last step in settling […]