January 2019 Trust Administration

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Represented beneficiary with respect to his interest in irrevocable trust. Beneficiary’s late spouse left her assets in trust for surviving spouse.  DeAngelis Legal analyzed trust terms, explained terms and alternatives to beneficiary and prepared the documents necessary to exercise beneficiary’s rights to without amending or terminating the trust.

By |2019-03-15T19:06:55-07:00February 15th, 2019|Recent Projects, Probate and Trust Administration|Comments Off on January 2019 Trust Administration