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Small-Scale Question Sunday for January 19, 2025

Do you have a dumb question that you're kind of embarrassed to ask in the main thread? Is there something you're just not sure about?

This is your opportunity to ask questions. No question too simple or too silly.

Culture war topics are accepted, and proposals for a better intro post are appreciated.

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The Society of Trust and Estate Practitioners is the global trade association for people who do high-end work in this area, although they appear to be more active in the Commonwealth than the US. If you have more than a million or two to play with, I would look for a STEP member lawyer based on location and interests.

If you are actually rich, never work with a bank trust department. They charge a percentage, which works out as more than what a lawyer would charge on an hourly basis once you are into the millions, and still give the actual work to a paralegal regardless of how much you are paying.