Sometimes, a Professional Trustee is a Good Idea
There are options for people who don’t have family—or don’t want their family—to handle their affairs.
July 18, 2024
Avoiding Trouble with Your Trustee
Trusts are a smart and well-known estate planning tool that names or appoints a trustee to administer and distribute the assets according to the terms. However, how often do estate owners ask, “What if something goes wrong, and the trustee breaches their duties?”
April 25, 2024
Appointing a Trust Protector is a Critical Decision
Serving as the trustee of a special needs trust (SNT) can be particularly challenging because it often requires long-term financial management of the trust, while maintaining a good relationship with the beneficiary. Furthermore, because trustees wield great financial power over the trust assets, oversight of their investment and distribution decisions is helpful…
January 16, 2024