Trust Basics
Foundational articles to help you understand the key concepts, roles, and responsibilities involved in today’s trust landscape.
What Is a Directed Trust?
Learn how directed trusts separate responsibilities between trustees and advisors to provide flexibility, control, and access to specialized expertise.
Read ArticleWhat a Beneficiary of a Trust Should Know
Educated beneficiaries of trusts maximize trust benefits. In this article, learn the basics of what trusts are and how they work.
Read ArticleWhat Are the Fiduciary Duties of A Directed Trustee?
Explore the fiduciary duties of a directed trustee in managing compliance, record keeping, reporting, and administration of directed trusts.
Read ArticleHow to Set Up a Trust
Practical guidance on choosing jurisdictions, fiduciaries, and legal structures to establish a well-crafted trust.
How to Choose The Best State to Set Up Your Trust
We go over the best states for personal trusts, covering major considerations like taxes, privacy, asset protection, decanting, and types of trusts.
Read ArticleThe Complex Rules of State Income Taxation for Trusts
Some states tax trust income based on factors like location of trustees, beneficiaries, or assets—others do not tax trusts at all.
Read ArticleChoosing a Fiduciary
Thoughtful fiduciary selection helps ensure your trust works as intended. Learn how expert guidance can make all the difference.
Read ArticleTrust Planning Considerations
Strategic insights for advisors and families navigating complex planning scenarios and modern trust design.
What to Think About When Making a Trust Silent
Silent trusts are often used to protect beneficiaries, but it’s crucial to ensure they are set up correctly and the proper considerations are taken into account.
Read ArticleLetter of Wishes: A Valuable Tool in Domestic Trust Planning
An overview of Letter of Wishes and how they help settlors ensure that their wishes are being followed by the trustees.
Read ArticleModern Directed Trust Language
Learn about modern language that should be included in directed trusts to ensure smooth trust administration.
Read ArticleTrust Management Insights
Expert perspectives on trust administration, evolving laws, and how to adapt your trust to meet long-term goals.
Modernizing Outdated Delaware Trusts
Delaware offers non-judicial tools to modernize irrevocable trusts, including settlement agreements, modification statutes, and trustee duty allocation.
Read ArticleAn Overview of Generation Skipping Transfer Tax
Learn about generation skipping transfer tax (GST tax), how to define a skip person, and the logistics of avoiding the tax.
Read ArticleWhat is ESG Investing?
Families are aligning trust investments with ESG values: using trust language, letters of wishes, and family value statements to guide fiduciaries.
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