trustee

Blog

Wealth Transfer Planning: Are Directed Trusts the Right Fit?

Learn how directed trusts offer flexibility by dividing trustee duties among trusted advisors. Discover the benefits, legal considerations, and how state laws impact the effectiveness of this estate planning tool.

David Carlson JD

1/14/2022

Blog

Are Intentionally Defective Grantor Trusts Right for Your Estate Plan?

Explore how an intentionally defective grantor trust (IDGT) can reduce estate taxes, preserve wealth across generations, and leverage tax advantages for high-net-worth estate planning.

David Carlson JD

10/20/2021

Blog

Duties of a Trustee: What You Need to Know

Learn the key duties of a trustee—from legal and tax obligations to asset management and beneficiary communication. Discover when a corporate trustee may be the right choice.

David Carlson JD

8/12/2021

Blog

Should You Consider a Spousal Lifetime Access Trust?

Explore how a Spousal Lifetime Access Trust (SLAT) can reduce estate taxes, protect assets, and provide financial flexibility for high-net-worth families. Learn key benefits, tax strategies, and planning tips.

Kate Maier CFP®, CTFA, J.D.

8/6/2020

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Wealth Transfer Planning: Are Directed Trusts the Right Fit?

Are Intentionally Defective Grantor Trusts Right for Your Estate Plan?

Duties of a Trustee: What You Need to Know

Should You Consider a Spousal Lifetime Access Trust?