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Posts in category: Trustee

responsibilities trustees face

What Trustees Wish They Knew Before Someone Died

June 15, 2026
by Tiffany Caserta Estate PlanningProbate and Trust SettlementTrust

Karen thought being named trustee was simply a sign that her father trusted her most. That was before the phone calls started. Three days after the funeral, her brother wanted to know when he would receive his inheritance. Her sister questioned why ...

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Notary signing a contract with fountain pen

When Can A Trustee Be Removed From Their Role In New York?

March 15, 2022
by SM_Blog Estate PlanningTrustee

Are you thinking about using a trust for estate planning purposes in New York? If so and you’re using a revocable trust, you might also name yourself as the trustee for the foreseeable future. However, if you’ll be appointing someone else in this role, ...

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