in Helpful Insights, Trustee Tips
The Trustee–Beneficiary Relationship: Building Trust Through Understanding, Process, & Accounting
You’re facing a new trustee appointment with a trust you didn’t write and beneficiaries you didn’t previously know. This article sets out an indelible process to help you build a relationship, establish rapport, and do well in your new position....
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160
 in For Professionals, Helpful Insights
How to Appoint a Trustee Who Will Protect Your Legacy
Choosing a trustee to administer your revocable and irrevocable trust is essential to your estate plan. In order to secure your legacy, it’s crucial to not only select the right support for your estate but to also choose an appropriate...
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157
 in Helpful Insights, Trustee Tips
Understanding the Role of the Professional Trustee
Many family trusts can be handled with family members in the role of a trustee, but alternatives to “Uncle Joe” serving as a trustee, such as independent, professional trustees, offer superior protection for beneficiaries. This article explores the role of...
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