» Trustees

Why Choose a Non-Family Trustee?

June 26th, 2015
When naming the trustees to administer a trust, the first people who come to mind are beloved family members.  Some people stop there and appoint one of those family members, but they really should think twice before doing so. When creating trus… Read More
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Categories: Estate Planning, Trust Funding, Will
Tags: Trustees, Trusts

A Trustee’s Interpretation of a Trust: Prevention or Promotion?

March 18th, 2013
I suspect that trustees are most often comfortable with a prevention-focused mindset. Here’s my take: Our ability to recognize and deliberately change our mindset just might be a game-changer. For all the laws and expectations put upon trust office… Read More
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Categories: Elder Law, Estate Planning
Tags: estate planning, Trustees, Trusts