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Who Should Be My Trustee?

August 18, 2016 Posted In Trustee Duties,Trustees,Trusts

Helpful tips for choosing the right person to serve as a trustee The answer to this question is important to consider, as your choice in trustees can have significant impacts in the future. For instance, while a good trustee can ensure that assets are distributed according to your wishes (i.e., the terms of the trust),…

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Trusts & Taxes: FAQs about Tax Obligations for Trusts & Trustees

July 15, 2016 Posted In Executors & Fiduciaries,Firm News,Trust Administration,Trustee Duties,Trustees,Trusts

Trusts & Taxes: FAQs Taxation for trusts can be complicated, as there are special rules in place for filing and paying for trust-related taxes (as opposed to personal or business taxes). Understanding the obligations and requirements for the taxes related to trusts is important to properly managing and administering trusts and to avoiding future complications,…

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Four Essential Guidelines for New Trustees: How to Get Started as a Trustee?

December 10, 2015 Posted In Trustee Duties,Trustees,Trusts

Serving as a trustee can be a rewarding experience. For those who have never been a trustee before, however, there can be a lot to do, as the role of trustee comes with various responsibilities. And understanding what these obligations are is critical to minimizing liability in this role,  and to successfully overseeing and administering…

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