A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee. A trustee has a “fiduciary duty” to serve the grantor and not benefit personally. When the grantor ...

If you are considering taking on the responsibility of serving as the trustee of a special needs trust, you will probably have questions about the trustee's role. Trustees of special needs trusts have ...

Acting as a trustee, in an individual capacity, carries with it risks and responsibilities that need to be understood by anyone stepping into that role. Trustees can be held personally liable for ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. So, Aunt Jane just asked you to be the trustee of her trust. You were ...

You’ve made it to a place in your estate planning where it’s been determined that setting up a trust will help accomplish the many goals you have for your family. You’ve done extensive research and ...

Over the next 25 years, 45 million U.S. households are expected to transfer $68 trillion to the next generation, according to Cerulli Associates. Given the wide use of trusts for estate planning ...

Freedom and choice has radically reshaped the pensions landscape. From consumers to pension schemes, in many ways we’re all still learning to navigate this new terrain and adapt to unfamiliar ...

For individuals with disabilities, an inheritance or settlement can jeopardize a their government benefits, such as Medicaid and Supplemental Security Income (SSI). A special needs trust (SNT) can ...