Gratis, anclado en los estatutos, para fideicomisarios sin abogado
El Centro de Aprendizaje del Fideicomisario
Aprenda lo que la ley de Virginia realmente dispone — en lenguaje sencillo, sobre los estatutos reales — antes de decidir nada. La biblioteca expone la ley y no recomienda nada.
Las guías
Getting started · 6 min de lectura
You were named successor trustee. What does Virginia law expect?
Accepting the office, the duties from day one, the two 60-day notices and the July 1, 2006 line, qualification for a trust under a will, and the estate beside the trust.
Core duties · 6 min de lectura
The two notices, the duty to inform and the annual report under Virginia law
The acceptance and irrevocability notices, the standing duty to inform, the instrument on request, the annual report, the waiver and the July 1, 2006 line.
Core duties · 5 min de lectura
Prudent administration and Virginia's prudent investor rule
Care, skill and caution; the review of the assets at the start; diversification; the waiver that needs express words; and no hindsight.
Distributions · 6 min de lectura
Distributions, discretion and "per stirpes" under Virginia law
Discretion and its standard, when distribution waits, the reserve on termination, and how Virginia divides among descendants.
Money · 6 min de lectura
Trustee compensation under Virginia law: reasonable, and on the record
The terms first, reasonable compensation where they are silent, the advance notice of a change, reimbursement, and the year's account before the Commissioner of Accounts.
The office · 5 min de lectura
Serving as cotrustees under Virginia law
Majority decision, participation, delegation to a cotrustee, the duty to watch the others, the dissent, and a vacancy.
The office · 5 min de lectura
Delegation, agents and professionals under Virginia law
What may be delegated, the care it takes, investment and management functions, and trust directors under Virginia's Uniform Directed Trust Act.
Core duties · 4 min de lectura
Records, receipts and separate accounts under Virginia law
Adequate records, separate property, the report's four contents, and the vouchers a court account carries.
Disputes · 5 min de lectura
When beneficiaries disagree: Virginia's tools
Settling by agreement, asking the court, mediation, removal, and what a court may order for a breach.
Closing · 6 min de lectura
Ending a trust under Virginia law
Termination by the terms, by consent, or under $250,000 as uneconomic; the final report; the proposal; the reserve; and the release.
La biblioteca, por pregunta
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Avisos y contabilidades
Dinero: honorarios y costos
El Centro de Aprendizaje es información general sobre la ley de Virginia — no es asesoría legal ni sustituye el consejo de un abogado de Virginia con licencia sobre sus hechos específicos. TrusteeClear es software, no un bufete.