Estate and Trust Administration

Carrying Out the Estate Plan After Death

by Layne T. Rushforth

Estate and Trust Administration Memos These memos relate to the administration of a probate estate and of a trust.
Short Title	Description
Your Duties as a Trustee for a Living Settlor	This memo outlines the duties and responsibilities of the trustee of a living trust after the settlor (creator) of the trust has become incapacitated.
Probate in Nevada: What, Why, and How	A discussion of the legal procedures required to transfer a decedent’s assets when the assets are not transferred by operation of law (e.g., right of survivorship) or under a contract (e.g., beneficiary designation).
Post-Mortem Estate Planning	Legal options that can be done to “adjust” a person’s estate plan after death.
Dividing a Trust into Subtrusts After a Settlor's Death	A summary of how certain two-settlor trusts must be divided into multiple trusts after the death of the first settlor to die.
Your Duties as a Trustee: Guidelines for Trust Administration	This memo outlines the duties and responsibilities of the trustee of a living trust after the settlor (creator) of the trust has died.
Irrevocable Trusts	Memo to the Settlor and the Trustee regarding the management of an irrevocable trust, including an irrevocable life insurance trust (ILIT).

Disclaimer. You must not rely on the information provided on our web sites in making your own planning decisions.

None of our web sites provides legal advice. The information presented at this site and rushforthfirm.com is general information only should not be construed to be formal legal advice nor the formation of a lawyer/client relationship.
All articles written for the general public (including those at this site, on other web sites, in books, or in other print media) are necessarily oversimplified and may not be appropriate for any particular person's situation.
Information contained in these pages is NOT an acceptable substitute for personal legal advice from an attorney who is:
- licensed in the state where you live;
- experienced in the appropriate area of law; and
- familiar with the details of your situation.
Because this site is general and cannot address all excepts and unique situation and because some of the information may not be complete or up-to-date, you cannot rely on the information on this site in making estate- or tax-planning decisions. More to the point, you should never rely on general estate planning information. The problems with a poorly designed estate plan--which may include a will or trust that is legal but inadequate--will not usually surface until it is too late to correct. Acting on general information can be penny wise and pound foolish.
Although this web site includes pages that discuss tax issues, nothing on this site contains legal or tax advice that can be relied on or otherwise used by a taxpayer for the purpose of either
- (1) avoiding tax penalties that may be imposed on the taxpayer by the Internal Revenue Service or by a court or
- (2) promoting, marketing, or recommending any tax-planning strategy to another person.
You cannot obtain from any web site or book a "covered opinion" that is compliant with Circular 230 issued by the U. S. Treasury Department. If you desire a "covered opinion", you will need to engage an accountant or an attorney to discuss the scope and purpose of the opinion you want, as well as the time and expense that it will take to provide you with such an opinion. Because of the uncertainly of some tax issues, it is possible that you will not find anyone willing to give a covered opinion on specific tax-saving strategies or for particular situations.
No attorney employed by The Rushforth Firm, Ltd. has been certified as a specialist.