Best Banks For Trust Accounts

Finding the right bank for a trust account can mean paying low or no fees, earning high interest and benefiting from ...
Forbes

Selecting The Right Trustee To Manage Your Trust

For many trust grantors, choosing a trustee is one of the most challenging tasks of setting up a trust. The grantor must have confidence that the trustee will not only carry out their wishes, but also ...
WealthManagement.com

A Trustee's Fiduciary Duties May Extend to 529 Accounts

An Internal Revenue Code Section 529 (529 account) educational savings account can be an attractive investment vehicle, thanks to its tax benefits and flexibility. But a recent decision of the Court ...
JD Supra

Can an executed agreement purporting to settle nonjudicially a trustee’s accounts be final and binding absent compliance with the material-purpose doctrine, a.k.a Claflin ...

An irrevocable fully discretionary inter vivos trust was established to fund the college educations of five named individuals. They were and are fully competent in all respects. Title to the remainder ...