The term Trust Protector carries the connotation of a superhero, poised to come to the rescue when called upon. A Trust Protector’s role is to guide a trustee to ensure that a grantor’s intentions and wishes are carried out. It’s...
Have you been named as a power of attorney? If you’re stepping into this role for the first time, there are terms and responsibilities you need to understand going forward. This is a vitally important role, and one that can’t...
Are you preparing to choose a trustee? Knowing how to choose a trustee, and what your options are, is not as straightforward as it seems. In fact, there are a number of factors and considerations that come into play when...
Are you considering how to remove a trustee who you feel is not doing their job or is incompatible? While you may feel there “should” be a straightforward response to your problem, often there is not. Depending on the trust,...
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....