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Every Trust Should Have a Designated Trust Protector

Every Trust Should Have a Designated Trust Protector

by FamilyTrust | Mar 19, 2014 | Asset Protection, Estate Planning, Family Trust Trustee, Trust & Estate Blog, Trustees

A recent New York Times article[1] pointed out the importance of appointing a reliable, trustworthy trustee, someone you think you can confide in and who understands your intentions. But, even if you are confident in your choice of trustee, you might need a third...
Pest Control Magnate Needed to Work the Bugs Out of His Family Trusts

Pest Control Magnate Needed to Work the Bugs Out of His Family Trusts

by FamilyTrust | Mar 10, 2014 | Family Trusts, Famous Estates, Trust & Estate Blog, Trustees

An ongoing battle in the Georgia courts surrounding the estate of O. Wayne Rollins, the late co-founder of Rollins Inc., a large pest control corporation, illustrates that having a Family Trust in place at the time of your death will not guarantee an easy transition...
Loan From Trust To Buy A House Can Be At Zero Percent Interest, But May Not Be Best Option

Loan From Trust To Buy A House Can Be At Zero Percent Interest, But May Not Be Best Option

by FamilyTrust | Sep 25, 2013 | Taxes, Trust & Estate Blog, Trust Rules, Trustees

Using family financial trusts to lend money for the purchase of homes or property, as discussed from a financial perspective in the related news article below, more likely does not involve a legacy family property. With this type of transaction, the financial trust...
How To Choose A Good Trustee

How To Choose A Good Trustee

by FamilyTrust | Sep 12, 2013 | Do-It-Yourself Estate Plan, Set Up Family Trust, Trustees

What should you look for when deciding on a trustee of a family trust? How do you decide on a trustee? Is it best to choose an impartial professional or agency as an estate trustee? (Yes, under most circumstances.) Filling the very important position of estate trustee...
Testamentary Trust Explained

Testamentary Trust Explained

by FamilyTrust | Sep 7, 2013 | A / B / C Trusts, Definitions, Testamentary Trust, Trustees, Will vs Trust

A testamentary trust is set up by a will. The key is that testamentary trusts are given their life after a probate of a will. The will then funds those trusts, which are then deemed testamentary trusts. A testamentary trust is set-up by the testator (aka settlor,...

Investment Audits

by FamilyTrust | Sep 7, 2013 | Do-It-Yourself Estate Plan, Set Up Family Trust, Trustees

Typically, trustees have an obligation to have an investment policy that includes scheduled periodic audits of a trust’s investments. Usually, the default for a trust is that the trustee has to meet the highest “prudent man” standards in the investment of...

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