Trust Administration?

Trusts only work well when the right people are in the right roles. Many families in Massachusetts ask us who handles the money, who keeps an eye on the trustee, and how to keep a trust steady if laws or family needs shift. At Casey Lundregan Burns, P.C., our firm has served the Commonwealth for…

When a trust does not seem to be managed properly, beneficiaries often ask: can a trustee—or a  trust—be taken to court? At Casey Lundregan Burns, P.C., we have guided Massachusetts families through trust and estate matters for generations, and we understand how concerns over mismanagement or unfair treatment can create real stress. When Can a…

Your friend or loved one has written their revocable living trust — and they just named you as their Successor Trustee or Alternate Successor Trustee. We’ve prepared this short overview to help you understand what this means and answer some common questions. (Note that if you were named as an Alternate Successor Trustee, then you…

If you’re responsible for settling the estate of a deceased family member or friend, you’ll probably find that you could use expert assistance at some point, from legal advice to preparing tax returns. How does that actually work? When do you need an attorney? Can you split up the tasks? We surveyed readers across the…

You might pick a corporate fiduciary over friends and family Appointing someone as fiduciary over your estate or trust is a decision that shouldn’t be taken lightly. When it comes to selecting fiduciaries, many people find it difficult to choose among their children, relatives, and friends. Some don’t believe that any of their family members…

How to Determine if Your Family Can Handle Settling Your Trust Many people believe that if they have a revocable living trust, then the process of settling their final affairs will be simple and won’t require the assistance of an estate and trust attorney. This is true for only a limited number of trusts. Here…

Probate is much maligned. To hear some folks talk, having your estate subject to probate is worse than dying. What’s all the fuss about? Understanding Probate Probate is a title proceeding. If a person dies owning property, the question arises – Who is the next rightful owner? Probate is the procedure by which the ownership…