Category Archives: Trust

Who Will Be Your Trustee?

Here is an excellent review of important considerations when choosing a Trustee for your Trust.  These considerations also apply when you are choosing a Personal Representative or an Executor. Who can you trust…with your Trust?

Posted in Duties of Trustee, Estate Planning, Executor, fiduciary, Trust, Trust Administration, trust beneficiary, trustee | Tagged , , , | Leave a comment

PI +

Personal Injury Plus, or PI+, is a collaboration with a couple of local professionals, Pat Wardian and Dan Brownell.  My role is to provide consulting expertise when there is trust solution being considered as part of a personal injury settlement. … Continue reading

Posted in Estate Planner, Estate Planning, Trust, trust beneficiary | Tagged , , , , | Leave a comment

Trusts, Obamacare, and the New Tax Act As pointed out in the article in Forbes, to which I’ve linked in the title of this post, both the 3.8% surcharge on investment income required by Obamacare and the tax increases on … Continue reading

Link | Posted on by | Tagged , , , , | Leave a comment

Trust Allocation of Timber Sale Proceeds under the Uniform Principal and Income Act

The Uniform Principal and Income Act (the “UPAIA”) was completed by the Commissioners on Uniform State Laws in 1997.  The UPAIA was adopted shortly afterward by the State of Idaho.  It has been adopted as of the writing of this … Continue reading

Posted in Duties of Trustee, fiduciary, Trust, Trust Administration, trust beneficiary, trustee | Tagged , , , , , , , | 2 Comments

Estate Tax Attorney and Accountant Full Employment Act of 2012

Of course, that is not the title of any piece of legislation, pending or passed. In Obama’s budget proposal, presented the other day, tax rates are raised for the mostly hard-earned (and previously taxed) assets of dead people. In addition, … Continue reading

Posted in Estate Planner, Estate Planning, Estate Tax, heirs, Trust, trust beneficiary | Tagged , , , , , , , , | Leave a comment

Selecting a Trustee: Other Considerations

What criteria do you use to choose a fiduciary or to assist a client in choosing a fiduciary? Many of us, particularly those of us who are professional advisors, are familiar with many of the legal, financial, and even risk … Continue reading

Posted in Duties of Trustee, Estate Planner, Estate Planning, fiduciary, Prudent Investor Rule, Trust, Trust Administration, trust beneficiary, trustee | Tagged , , , , , , , , | Leave a comment

PI+ Press Release

FOR IMMEDIATE RELEASE Contact: Pat Wardian Telephone: 208-664-8980 Email: pat@wardianwealth.com PERSONAL INJURY LAWSUITS HAVE NEW RESOURCE TEAM Personal Injury Plus, also known as PI+, has been formed to provide litigation support and case management for personal injury lawsuits. Personal injury … Continue reading

Posted in Estate Planner, Estate Planning, fiduciary, Investments, Trust | Tagged , , , , , , , , | Leave a comment