November 2017 Trust Administration

Represented surviving spouse with allocation of assets among sub-trusts upon the death of spouse.  DeAngelis Legal assisted the surviving spouse in wrapping up the affairs of the deceased spouse and allocating the assets between the Survivor’s and Decedent’s trusts.  DeAngelis Legal also assisted the surviving spouse with an update to her estate plan, including beneficiary designations on retirement accounts to achieve her desired changes despite the irrevocability of the decedent’s trust.