Joint trusts offer clients many benefits both during life and after death. Those with joint trusts need to understand the limitations inherent in the trust and the importance of seeking qualified counsel upon the death of the first spouse to ensure that the trust administration runs smoothly. A recent Michigan case highlights what happens when the surviving spouse fails to do that or simply ignores the terms of the trust altogether. Read on to learn more.
Amy Lazas is the owner of Providence Law Group, LLC., where she works with clients in the areas of estate planning and administration. Prior to her legal career, Amy worked in large corporate organizations for over 20 years marketing and selling products and services. She also managed corporate partnerships in the U.S. and Internationally.
Latest posts by Amy Lazas (see all)
- Spring Summit 2023: Celebrating 30 Years of Indispensability in the Windy City - June 1, 2023
- The IRS’ Annual Warning: The 2023 Dirty Dozen - May 8, 2023
- The Joy in Joint Trusts - May 5, 2023
