Category Archives: trust beneficiary

The 5 biggest mistakes a Trustee can make

Posted on August 19, 2011 by Steve Masterson

This article from Barrons is a bit understated in some respects, but the points made are important ones. The Five Biggest Ways To Bungle a Trust  

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Correct Trust Principal and Income Accounting is Critical!

Posted on July 28, 2011 by Steve Masterson

Not too long ago, I was called to help out the remainder beneficiaries of a Trust. These beneficiaries were siblings and their dad had passed away. Before he died, Dad had been an income beneficiary of a separate Trust for … Continue reading →

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