Last month I explored the potential advantages of naming a corporate trustee, acknowledging that the decision is ultimately a matter of personal preference. In this second part of a two-part, ...

Most of us spend a lifetime building wealth, homes, and family traditions with the hope that what we’ve built continues on smoothly. Yet one of the most overlooked decisions in estate planning is ...

Barbara R. Hauser, special counsel, Private Client Department, Cadwalader, Wickersham & Taft LLP, I have not always been an advocate of corporate trustees. Quite the contrary. I used to give a ...

Irrevocable trusts are often established by a parent or grandparent for the benefit of a child, grandchild or other descendant. Frequently, the irrevocable trust requires that the trustee or at least ...

Establishing a trust is an essential part of estate planning. Although some people think trusts are only for the very wealthy, the truth is that a trust is beneficial for anyone who wants to stay in ...

We’ve had the unique opportunity to have worked with many successful, multi-generational families since the doors first opened here at Tolleson Wealth Management. And of all the questions we field ...

So you have decided that a simple will and revocable living trust is the right strategy for you and you are prepared to meet with an experienced attorney to draft the documents. However, an important ...

Hiring a corporate trustee to administer an estate rather than appointing an individual family member to the role is more expensive, but it can remove burdensome tasks and tensions, two experts said.

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Naming a corporate trustee to settle your estate or manage ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Choosing a trustee is one of the most important financial ...