The revocable trust, or living trust, is an agreement between the client (commonly called the settlor, grantor or trustor in the document) and the trustee (usually also the client), until his or ...

It’s a well-documented fact that most people do no estate planning. Of those who do, the majority use a last will to pass their estate to a spouse or divide it among their children. Most estate ...

This type of irrevocable trust is structured so that upon the death of the trust's creator (settlor), the assets specified in the trust agreement and the income they generate are transferred to ...

Hi there, Looking for some thoughts on the scenario below please: Lifetime IIP created post March 2006 - a property settled into trust, trust ...

James W. Rutkowski, a deceased Settlor of the Rutkowski Family Trust No. 1 dated March 2, 2012, born August 9, 1943, died February 24, 2025. No letters of authority have been issued by any probate ...

The settlor creates the trust to ensure assets that are transferred into the trust are distributed and managed according to his wishes. A private trust, for example, is a legal instrument that ...