Understanding the Benefits of a Corporate Trustee
Selecting a trustee is a critical decision in the estate and wealth transfer planning process. The choice of trustee can have far-reaching implications for both planning outcomes and the family’s user experience. Our recently published overview includes differences between individual and corporate trustees, factors families may consider when selecting a trustee, and approaches to engaging […]
State Comparison For Wealth Transfer Planning
In the current environment, many families are reevaluating and modifying their fiduciary structures. To assist in these discussions, we have created a reference summary of state laws that client families should consider when establishing wealth transfer plans and structures, including taxation, trust laws, asset protection, and regulated and unregulated private trust companies. Our updated summary […]