Trust Administration

Represented couple with the administration of an irrevocable life insurance trust.  Couple created a life insurance trust in the 90s with a prior advisor and attorney who served as trustee.  Unfortunately, the trustee failed to review the insurance policy and administer the trust properly.  In connection with their new investment advisor, DeAngelis Legal assisted the couple with the clean-up of the administrative issues with the trust, including the removal of the trustee and appointment of a successor trustee.