Trust Administration

Silent Trusts: Could I Be the Beneficiary of a Trust and Not Know It? Image
05.03.2022

Silent Trusts: Could I Be the Beneficiary of a Trust and Not Know It?

People who have accumulated a substantial amount of wealth d...

Three Steps to Take When the Deceased Has Controlled Substances Image
04.12.2022

Three Steps to Take When the Deceased Has Controlled Substances

There are so many things to think about when a loved one pas...

How to Protect Yourself from Claims of Self-Dealing When Serving as a Trustee Image
03.08.2022

How to Protect Yourself from Claims of Self-Dealing When Serving as a Trustee

What Is Self-Dealing in Trust Administration? A trustee usu...

What Is HEMS and Why Is It Included in So Many Trusts? Image
11.11.2021

What Is HEMS and Why Is It Included in So Many Trusts?

In the world of estate planning, you may come across the acr...

Successor Trustee Compensation Image
07.20.2021

Successor Trustee Compensation

Asking someone to serve as your fiduciary (trustee of your t...

Can a Beneficiary Also Be a Trustee of a Trust? Image
07.14.2021

Can a Beneficiary Also Be a Trustee of a Trust?

Clients often naturally choose their children to be benefici...