in Helpful Insights
Should You Name Your Child as Trustee?
Parents: Should you name your child as Trustee? Children: Should you really serve as the Trustee if you are named? If you have a son or daughter with good business sense, you may have concluded that he or she would...
Seniors with adult son as trustee
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 in Helpful Insights, Trustee Tips
How a Trust Protector Can Rescue Irrevocable Trusts
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...
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165
 in Helpful Insights, Trustee Tips
How to Choose a Loyal Trustee: Know Your Options
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...
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175
 in Helpful Insights, Trustee Tips
When and How to Remove a Trustee
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,...
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178
 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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180
 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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170
 in Trustee Tips
5 Things Estate Planners Should Know About Independent Trustees
Part of the practice of estate planning is identifying when clients and their families could benefit from the help of other services and professionals: We see a need and we introduce people - accountants, lawyers, insurance agents, financial advisors, counselors,...
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