DeAngelis Legal resolved trust administration disputes between a trustee and beneficiary. Upon death, a parent set up a trust for a beneficiary naming the beneficiary’s older sibling as trustee. Over the years, the Trustee and beneficiary clashed over budgets, distributions, and reporting which adversely impacted their relationship. DeAngelis Legal advised the trustee, coordinated delivery of information, proposed a solution for the future and prepared the Non-judicial Settlement Agreement resolving all matters and allowing the family to enjoy their Christmas holiday in peace.
By Quinn DeAngelis|2023-01-23T14:58:14-07:00January 15th, 2023|Recent Projects, Probate and Trust Administration, Homepage|Comments Off on December 2022 Trust Administration