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  • Home
  • Services
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    • For Professionals
  • About company
  • Team
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Yearly Archives: 2015

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  2. 2015

How to Avoid Administration Headaches from Outdated Sub-Trust Planning

Fiduciary Services, Financial, Legal, Trustee AssistanceBy Santa Barbara FiduciaryApril 2, 2015

So what happens when a spouse passes away with the former sub-trust estate plans from 20+ years ago? The trust administrator endures headaches and could spend a lot of time on unnecessary sub-trust allocations or administration complications.

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