Tag Archives: Beneficiary

PI +

Posted on February 5, 2013 by Steve Masterson

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 →

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“TRUSTEE SCORECARD®” TRADEMARK REGISTRATION AWARDED

Posted on November 26, 2012 by Steve Masterson

 Masterson Receives Registration by US Patent and Trademark Office Serving as a Trustee of a Trust can be a daunting process for even the most well-prepared person.   The personal liability for a Trustee can be overwhelming, if the Trustee is … Continue reading →

Posted in Duties of Trustee, Executor, fiduciary, Prudent Investor Rule, Trust Administration, trustee | Tagged , , , , , , , , , , , | Leave a comment

Advice for Executors: Get Help

Posted on September 21, 2011 by Steve Masterson

Having cleaned up many messes created by people with good intentions, I highly recommend individual executors, personal representatives, and trustees obtain and follow the advice of qualified advisers. Estate Executors: An Honor…and a Pain

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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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