Author: Kevin Lachona, Esq.
It is three o’clock in the afternoon. You get a call from a potential client telling you that his mom died last week. His dad passed away a few years ago. He is busy arranging the funeral services but keeps getting calls from his siblings about mom and dad’s trust. He knows that mom and dad signed a trust several years ago naming him as successor trustee, but does not know what to do next. Where do you begin?
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