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?

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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

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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

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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

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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

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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)

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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

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