Consumer Reports leader Marta Tellado GRD ’02 succeeds Joshua Bekenstein ’80 as senior trustee, while Yale Investments committee member Carter Simonds ’99 joins the Yale Corporation.

My sister and her husband passed away within a year of each other. I'm blessed that they had the foresight to have a will and living trust that, as the successor trustee, has made dispensing the ...

Revocable trusts are especially useful for incapacity planning, allowing your successor trustee to step in without court involvement, preserving access and continuity during difficult transitions.

On July 1, the Yale Board of Trustees — known formally as the Yale Corporation — will welcome both a new senior trustee and a new successor trustee.

That loss of control can create problems down the line, especially if the trustee dies or becomes incapacitated. "What happens if something happens to the person who has control over it?

Gov. Mike Braun's picks for Indiana University's trustees include two prominent conservatives. James Bopp Jr. has argued cases before the U.S. Supreme Court and was instrumental in overhauling U.S ...

The trust allows the independent trustee to choose his or her own successor, but is otherwise silent as to other successor trustees.

Dear Liz: My husband agreed to serve as successor trustee for his brother’s living trust several years ago. My brother-in-law also added me as a backup. My brother-in-law’s financial situation ...

Bowing out of trustee duty, claiming Social Security benefits and other financial tips The Social Security Fairness Act ended the windfall elimination provision and the government pension offset.

What happens when a trustee dies? When the trustee of an irrevocable trust passes away, the role normally shifts to a co-trustee or successor trustee.

In estate planning, finding the right trustees can be a challenge Focus first on naming the best choices rather than eliminating people because of age or geography ...

Dear Liz: My partner of 37 years and I have shared a revocable living trust for much of that time. It has become necessary to update our successor trustees, since one has passed away and the ...