Trustee Selection

Who should you name as a trustee of your trusts and why is this so important to the tax and legal results of your trust and overall estate plan? When should you use an institutional trustee, family trustee, or independent trustee, and what…

Loans from Trusts

When and why might an irrevocable trust make a loan to a beneficiary or the grantor who created the trust? Why would a trustee want to make loans from a trust to a beneficiary? What are the financial and tax consequences? What are the…

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