trustee

Want to be a trustee?

Over the next decade, trillions of dollars will be passed to future generations. Trusts have become a common strategy for estate planning. Naming the right trustee is crucially important. This should be a business decision, not an emotional one. The trustee has an array of responsibility. Understanding your responsibility as trustee or the responsibility you designate is crucially important.

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Recent Post

Financial Advisor risk with Trusts

Anytime someone takes on a fiduciary duty there is risk involved. Financial advisors’ risk will very. Trust assets offer an …
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Directed vs Delegated

Delegated vs Directed trusts – Changing a trustee

Delegated and Directed trust are the most common types of trusts. When deciding to make changes to a trust, for …
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Texas vs. South Dakota: Who has better trust law?

Creating a trust is an important step in protecting assets and providing for future beneficiaries. A states trust law is …
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