Trustees and Beneficiaries

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Family Banks: Personal Commitment, Accountability and Multi-Generational Mentoring
Jennie Cherry and Miles Padgett, Kozusko Harris Duncan
Over the past decade, matriarchs and patriarchs of successful families have been shifting their focus of the family’s largess from their children to a broader group of individuals, such as
U.S. Reporting Checklist for Foreign Trusts
Jennie Cherry and George N. Harris Jr., Kozusko Harris Duncan
Trusts classified as foreign for U.S. tax purposes, whether established under the law of a U.S. state or of an offshore jurisdiction, must review whether they have any U.S. tax or information
Charitable Remainder Trusts
Hawthorn, PNC Family Wealth
The creation of a charitable remainder trust can provide you with a lifetime income stream while helping fulfill legacy goals of supporting charitable organizations that are important to you. There
Spinning Straw into Gold: Modifying Irrevocable Trusts
Sarah Chang and Scott Bieber, Thompson Coburn
Estate planners have also sought ways to modify trusts that are irrevocable as a result of changed circumstances or because the planner’s client is the beneficiary who objects to the terms of
U.S. Supreme Court to Hear Kaestner Trust Tax Nexus Case
RSM US
The U.S. Supreme Court will revisit state tax nexus for the second year in a row after granting North Carolina’s petition for certiorari in North Carolina Department of Revenue v. The Kimberley Rice
Delaware Directed Trusts
Hawthorn, PNC Family Wealth
Families with complex assets, such as family businesses or multistate real estate holdings, as well as those who have portfolios managed by multiple advisors, may find trustees reluctant to
Top Five Advantages of a Charitable Remainder Trust
Glenmede
Is philanthropy one of your top priorities? One way to make your estate plan more philanthropic is through a Charitable Remainder Trust (sometimes called a CRT, CRUT, or CRAT, depending on the form
Top Five Advantages of a Charitable Remainder Trust
Glenmede
Is philanthropy one of your top priorities? One way to make your estate plan more philanthropic is through a Charitable Remainder Trust (sometimes called a CRT, CRUT, or CRAT, depending on the form
The Risks of Serving as an Amateur Trustee for Your Family
Warner Norcross & Judd LLP
Although it is flattering to be asked to be a trustee, you should give careful consideration about serving in this important role, as performing the responsibilities of a fiduciary can expose you to
Choosing the Right Trustee
Robert G. Holdway, Fiduciary Trust Company
Whether it be a family member, trusted friend, or professional advisor, whom you pick as a trustee matters. An ideal trustee will follow through on the objectives outlined during your lifetime, your