Your Guide to the Ins and Outs of Funding Your Trust By: Barry E. Haimo, Esq.September 27, 2024 Today, we’re diving into a crucial topic: trust funding. If you’ve completed your estate planning and established a trust, you’re ahead of the curve. You...
Trust Disclosures: What You Need to Know about Notices and Accountings By: Barry E. Haimo, Esq.June 21, 2024 If you are administering a trust, there is certain information that you are required to provide to particular parties. This information is covered under an...
What (and Who) Is Involved in Managing Your Trust? By: Barry E. Haimo, Esq.June 24, 2024 Managing a trust can be a complicated job, which is why it is so important to make sure you choose the right trustee. There are a variety of skills required to make sure...
Trust Succession and Other Trustee Duties By: Barry E. Haimo, Esq. June 20, 2024 If you are named as the trustee for someone’s trust, you probably understand that you have some specific duties that you are expected to carry out. What you might not know is that part of...
Read the Transcript Hi, welcome back to another dose of bite-sized Bits of Knowledge, where we give you meaningful information in a short amount of time. Today, we’re going to talk about trust protectors. Trust protectors are also commonly referred to as trust...
What to Know about Corporate And Professional Trustees By: Barry E. Haimo, Esq.June 6, 2024 Understanding the distinctions between a professional trustee and a corporate trustee is crucial for effective trust management. Each type of trustee brings unique...
