I've had my NFA trust for a several years and it needs a bit of tidying up. Does anyone have any experience doing that themselves or recommend a lawyer to assist?
When my trust was made I didn't have any kids, so the "beneficiary" of the trust was my nephew. Now I'd like to update that to my own kids.
Anyone have experience with adding or removing trustees to make post 41F life any easier? I'll probably just use a new single shot trust if I buy anything new, but I would like my son one day to move from Beneficiary to Trustee.
My trust was made by a supposed NFA familiar lawyer, but I had to correct several of his mistakes before it was finalized, so I'm hesitant to go back since it should have been the same cookie cutter trust he was using for everyone and it still had mistakes.
When my trust was made I didn't have any kids, so the "beneficiary" of the trust was my nephew. Now I'd like to update that to my own kids.
Anyone have experience with adding or removing trustees to make post 41F life any easier? I'll probably just use a new single shot trust if I buy anything new, but I would like my son one day to move from Beneficiary to Trustee.
My trust was made by a supposed NFA familiar lawyer, but I had to correct several of his mistakes before it was finalized, so I'm hesitant to go back since it should have been the same cookie cutter trust he was using for everyone and it still had mistakes.