The Trustee Report

Welcome to The Trustee Report, your go-to resource center for all things trust and estate planning. Here, you'll find in-depth articles, FAQs, step-by-step guides, and expert insights to help you navigate the complexities of trust management with confidence. Stay informed and empowered with the latest updates and trends in estate planning, ensuring your legacy is protected and your loved ones are provided for. Dive in and discover the tools and knowledge you need for a smooth and successful estate planning journey.

Understanding the Differences Between Non-Statutory and Statutory Trusts Jul 10, 2024

In the world of estate planning and asset protection, trusts play a pivotal role. However, not all trusts are created equal. The distinction between non-statutory and statutory trusts is...

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The End of the Rabbit Hole is the Start of Progress Jul 04, 2024

"World-class tax advantages”, “rock-solid asset protection”, ”hyper-efficient estate planning”, etc may just sound like clever hot-button marketing terms to you, and ...

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The Life of a Private Trustee Jul 04, 2024

I've discovered that breaking down complex legal concepts into everyday language fosters a clearer understanding of the trust's intricacies and its practical applications. Below, Carlton Weiss...

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Private Trust Citations and References Jul 04, 2024

A Common-law Trust is non-statutory. That means the Common-law Trust does not depend on any statute of any state or the federal government for it creation or existence. It is created and exists by...

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The Secret of the Public Trust Jul 04, 2024

In beginning our exploration of the subject of trusts, it's crucial to first understand the legal systems that connect to living individuals, giving rise to various forms of trusts, both implied...

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Assessing your Estate: Considerations of properly Expressing Trust Feb 06, 2023

Taking stock of your estate is an important component of financial planning, as it provides a comprehensive overview of your current financial situation, including assets, liabilities, and cash...

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