Assisted successor trustees with the administration of a trust after the death of both spouses. What should have been a simple administration was complicated by poor planning, the surviving spouse’s failure to follow the terms of the trust and her failure to provide remainder beneficiaries with important information, such as where the original documents are located. DeAngelis Legal assisted the successor trustees with evaluating alternatives, obtaining Letters of Personal Representative from the Probate Court, taking control over assets and securing the beneficiaries’ approval of a comprehensive plan of distribution.
