Trustee Series: 4 Ways to Take Over as a Trustee

You have agreed to be the Trustee of your parents’ Trust. You have also read up on what this new role requires and how to act appropriately on whatever steps must be taken once you are officially overseeing the Trust. Congratulations—your parents clearly chose the right person for the job, and we are sure you will do a fantastic job. 

Of course, the next question is: What exactly needs to happen for you to step in legally? Is it as simple as your parents’ unfortunate death or incapacitation? This is a common question from first-time Trustees, and the quick answer is not quite.

To learn more, read Leigh's full blog.

Big Changes on the Horizon for ABLE Accounts Starting in 2025

Our team of estate planning and elder law attorneys has been busy over the past couple of years discussing the benefits of ABLE accounts with many of our clients.They can be incorporated into a loved one’s estate planning strategy to allow individuals with disabilities to save money and plan for the future without jeopardizing existing benefits.

Here is even more good news: There are several significant changes on the horizon designed to expand eligibility and increase

contribution opportunities, making it worthwhile for individuals to revisit their ABLE eligibility.

All of this is courtesy of the One Big Beautiful Bill Act and the ABLE Age Adjustment Act.

To learn more, read Leigh's full blog.

Call Leigh Hilton PLLC today!!

Having a competent estate planner in your corner will help you and your family navigate the often overwhelming waters that come with protecting everything you own and everyone you love. That is our job, and we would like to think we do it better than anyone else. Please call Leigh Hilton PLLC, tel. 940-387-8800, so that we can help ensure you and your family are taken care of in the best way possible.

Leigh Hilton PLLC wants to be your first call every time for any estate planning needs. We look forward to serving you.

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ATTORNEY LEIGH HILTON



Leigh Hilton has helped over 8,000 families protect the assets that they leave to loved ones from divorce, creditors, lawsuits and predators. She has also helped over 600 families implement the plans that she has prepared after the death of a loved one and helped over 2,400 families implement the plans prepared by other attorneys. She is the author of the books “Who Gets Your Stuff When You Die” and “What Your Spouse Should Know if Something Happens to You”  and a frequent speaker. She has given over 700 speeches to various organizations and groups. She would welcome the opportunity to meet with you to discuss how to protect your family.