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Should You Be A Personal Representative Or Trustee?

Should you accept an appointment to be a trustee or other fiduciary? What responsibilities and liabilities might you face?

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What Is a Trust Protector?

A recent CCM from the IRS raises questions about modification of irrevocable trust, which is often the role of a Trust Protector. Here is a summary of what a Trust Protector is and how it is used in irrevocable Trusts.

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Unlocking The Secret To Trustee Selection

For ultra-wealthy families, establishing a private trust company has long been an option but for most trustee selection is a challenge.

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ICYMI: A Year-End Review With Estate Planning Strategies For 2024 - Wills/ Intestacy/ Estate Planning

The estate planning world certainly saw its share of turbulence from 2020-2022. With two significant elections, it is hard to remember a previous time with such substantial uncertainty...

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Estate Planning Advisory for End of the Year 2023

Estate Planning Advisory for End of the Year 2023
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Cook Islands Trust: The Best Asset Protection From Creditors & Lawsuits

Cook Islands Trust: The Best Asset Protection From Creditors & Lawsuits
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Family Fiduciary Feud–How to Mitigate Conflicts and Manage Litigation in Family-Owned Businesses and Trusts | Smith Gambrell Russell

Families fight. That is inevitable. Naturally, when a family-owned business or a family trust is at issue, some level of conflict is to be expected. When these conflict-prone structures...

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Who Is Your Descendant: Intentional Limitations Or Broadening Of Definitions In Your Will Or Trust

Determining and defining who is an heir, issue, descendant, child or grandchild is vital to determining who will inherit your estate.

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