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Tag 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 Executor, Personal Representative, Trust, trustee
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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 Beneficiary, Personal injury, Structured settlement, Trust, trustee
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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
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 corporate fiduciaries, estate planner, estate planning, Fiduciaries, fiduciary, Professional advisors, Trust, Trust officer, trustee
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Choosing a Trustee – What Characteristics are Needed?
Those Grantors who don’t struggle with the selection of a Trustee probably should. I’ll confess that poor Trustee selection creates revenue opportunities for me, either through the cost of cleaning up a Trust mess or as an expert witness in … Continue reading
Is the Trustee you’ve selected qualified and prepared?
Excellent guidelines to use in choosing the appropriate Trustee for your trust(s). The answer is not as simple as you would think. Who is Fit to Be Trustee? Ask me about Trustee Scorecard (TM)
Advice for Executors: Get Help
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
Posted in Executor, fiduciary, Probate, Uncategorized
Tagged Beneficiary, Estate, Executor, fiduciary, Heir, heirs, inheritance, Last Will and Testament, Personal Representative, probate, Trust, trustee
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Avoiding Heir-raising Horror Stories
Encourage your clients to plan intentionally for their children. They do their children no favors when the kids are given responsibilities for which they are unprepared. Goodbye Family Fortune
The 5 biggest mistakes a Trustee can make
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
Idaho Trustee 