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3 Mistakes to Avoid as Trustee

Posted on: April 21st, 2017
While a trustee might attempt to navigate trust administration independently, a lack of professional guidance could contribute to mistakes. These blunders could eventually develop into court proceedings (and related court costs), fines, penalties, and/or removal....

Trust Administration Checklist for Revocable Living Trusts

Posted on: April 19th, 2017
Upon the death of the trust grantor, a successor trustee must manage several pressing matters. Our trust attorneys prepared a brief checklist below that can help successor trustees to navigate the initial stages of trust administration....

2 Ways Trust Drafting Has Changed

Posted on: April 13th, 2017
Legislation and drafting issues have prompted changes in trust drafting methods. Over the past few decades, shifts in trust drafting techniques have helped to prevent trust administration issues and preserve the best interests of beneficiaries....

Fiduciary Standard: Prudent Investor Rule

Posted on: April 12th, 2017
Trustees are held to fiduciary standards. One of the fiduciary standards that trustees are held to is the Prudent Investor Rule....

3 Concerns When Replacing a Trust Protector

Posted on: April 11th, 2017
A trust protector has significant power over trust administration. When critical matters hinge on one party, it’s important to consider how a trust protector will be replaced if and when the time comes. ...

Compare Domestic Asset Protection Trust Provisions by State

Posted on: March 29th, 2017
Domestic Asset Protection Trust statutes have been enacted in numerous jurisdictions over the past decade. Understanding the flexibility and restrictions pertaining to DAPTs within each state can help individuals select an ideal jurisdiction for their asset management needs...


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