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...
What to Know about Corporate And Professional Trustees By: Barry E. Haimo, Esq.September 13, 2024 Understanding the distinctions between a professional trustee and a corporate trustee is crucial for effective trust management. Each type of trustee brings unique...
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...
Trust Protectors Understanding the role of a trust protector or trust advisor can make a significant difference. Depending on the type of trust you have and the kind of guidance you need, these professionals can offer invaluable support. Now that you have a bit of...
