Trustees and Beneficiaries

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Family Inheritance: Does Fair Mean Equal?
Ascent Private Capital Management of U.S. Bank
Many families who have significant assets to pass on later in life or at death may think that being “fair and equal” in the treatment of family beneficiaries is an easy process. However,
Handle with Care: Planning for the Fragile Beneficiary
Greensfelder, Hemker & Gale
Today, estate planning can encompass more than addressing your potential tax exposure. It frequently requires protection of a “fragile beneficiary,” who can include family members with
Navigating Trustee Selection
Northern Trust
Ultimately, how well your wealth transfer plan fulfills your legacy and meets the needs of the next—and future—generations depends on whom you name as your trustee(s). This makes your
Getting Ready: What You Need to Know About Preparing Your Legacy Plan
Baker Hostetler
The basic foundation for every core legacy plan starts with five documents: a will, an irrevocable or living trust, a durable power of attorney for financial management, an advanced medical directive
An Overview of Trusts & Trustees
Willow Street Group
When seeking to preserve the family legacy and wealth, families can create custom-tailored trusts to meet their specific needs and goals. In this overview, learn about why families form trusts, the
Excellent Opportunity: The Modern Dynasty Trust/Family Bank
South Dakota Trust Company LLC
In times of economic and tax uncertainty, flexibility and control in the trust is an important concern. The long term nature of a Dynasty Trust—designed to exist in perpetuity to provide a
Life Insurance Audits Versus Life Insurance Reviews
Stephen T. Herlihy, Wellspring Associates
A Life insurance audit is an everything-to-gain, nothing-to-lose proposition for a trustee of a trust that owns life insurance where significant planning is in place. A proper, thorough audit is
Impact Investing: Considerations for Trustees
Glenmede
As more and more investors look to implement impact investment strategies, interesting questions are being raised in the context of impact investing by fiduciaries appointed to administer a trust for
Delaware Trusts: Safeguarding Personal Wealth
Northern Trust
Over the years, many families and their advisers have come to find that the State of Delaware is a trust-friendly jurisdiction that promotes modern laws and attractive income tax advantages. This
Teaching Your Old Trust New Tricks
Northern Trust
Simply because the instrument governing your trust states that it is irrevocable and cannot be amended does not mean it cannot be modified to serve your family’s needs and changing