“Continued Attacks on Special Needs Trusts”
Co-author: Keith A Stevens As seen in “Probate Journal of Ohio” May/June 2019. Introduction In spite of statutes and a […]
A beneficiary of an estate or trust is often overwhelmed by the amount of information to process and the responsibilities of being named a beneficiary. In addition, a beneficiary may receive little or no communication from an executor or trustee, or he/she may distrust the executor/trustee and has concerns whether that person is acting in his/her best interests.
A beneficiary may engage legal counsel to represent them in the administration of the estate or trust to assist in understanding the importance of:
– information received from the fiduciary
– when to take action
– tax ramifications of an inheritance.
An attorney is also needed if a beneficiary believes that a fiduciary is not acting in the best interests of the beneficiary or is not carrying out the fiduciary’s responsibilities properly or in a timely manner.
Co-author: Keith A Stevens As seen in “Probate Journal of Ohio” May/June 2019. Introduction In spite of statutes and a […]
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