Tag Archives: Utah trustees
Aagard v. Jorgensen, 2014 UT App. 269
In Aagard v. Jorgensen, 2014 UT App. 269 (filed November 14, 2014), the Utah Court of Appeals approved a modification of an LLC operating agreement that was proposed by the Petitioner, who was the manager of the LLC. The Petitioner … Continue reading
Safeguarding Your Utah Estate Plan: Selecting the Trustees
This post is the third in a series of posts that recommend techniques for protecting one’s estate plan from the negligent and/or unscrupulous actions of trustees, family members and others, in order to ensure that the estate plan will be … Continue reading
What Happens to a Revocable Trust in Utah After Death?
When a person dies with a revocable trust, the successor trustee has certain responsibilities that must be promptly performed. Unfortunately, it is not uncommon for the trustee to drag his feet, leaving the beneficiaries wondering what their options are. The … Continue reading
Should I Select a Corporate Trustee or an Individual Trustee?
When selecting a trustee of an irrevocable trust, the threshold question is generally whether the trustee should be an individual trustee or a corporate trustee. Advantages of a Corporate Trustee The advantages of having a corporate trustee are generally the … Continue reading