The right trust document, paired with an easygoing beneficiary, creates easy trustee distributions. A trustee has two main responsibilities when administering a trust. The first is investment management and the second is distributions.
October 21, 2019
Financial Advisor Risks with Delegated & Directed Trusts | Wealth Advisors Trust Company
Any time someone takes on a fiduciary duty, there is risk involved.
Financial advisors’ risk will very. Trust assets offer an opportunity for...
Delegated and Directed trust are the most common types of trusts. When deciding to make changes to a trust, for instance changing a trustee, dependi...