Trust Was Done Right and Funded — Do I Really Need a Lawyer?

About this episode

Nick discusses whether a lawyer is needed for trusts that appear to be functioning correctly.

Your parents created a trust. The trust was funded correctly. The inheritance is simple. Everything appears to have been done right. So, do you really need a lawyer? Nick answers a question many successor trustees eventually face: if the trust is working exactly as intended, can you simply distribute the assets and move on? Nick explains why even straightforward trusts can involve legal responsibilities and discusses when professional guidance may be helpful. Our website: https://cincinnatiestateplan.com/ Phone: 513-463-6789 Contact our team: info@CincinnatiEstatePlan.com Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/ Join us for our next workshop: https://cincinnatiestateplan.com/workshops/ Check out our free resources here: https://cincinnatiestateplan.com/free-resources/ Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

People in this episode

Host: Nick Rosenbauer

Topics covered

• trusts
• inheritance
• legal responsibilities
• estate planning
• professional guidance

Keywords

• trust
• inheritance
• lawyer
• estate planning
• successor trustee

Mentioned in this episode

Organizations: Cincinnati Estate Plan

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