Profit and prosper with the best of expert advice - straight to your e-mail. Sign up The successor trustee may wish to interview trust beneficiaries at the beginning of his or her administration ...

A trust is a powerful estate planning tool, providing for the management and protection of your assets. Trusts come in many flavors or types depending upon the client’s goals and needs.

The selection of your trustee or successor trustee will depend upon the type of trust and your goals and objectives. Irrevocable trusts are generally used to attain certain income tax, estate tax ...