Articles

Trust Administration Memorandum

Trust Administration Memorandum

The average person has had little experience dealing with trusts and often has many questions upon becoming a trustee for the first time. The purpose of this memo is to try to anticipate your questions by providing…

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Are AB Trusts Still Necessary?

Are AB Trusts Still Necessary?

If you’ve reached this area of our website, you either know you have an AB Trust or aren’t sure. Either way, you’re here to get the answer on whether or not an AB Trust is right for you. The good news…

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What is an Estate?

What is an Estate?

As simple as this question appears, and as intuitive as your answer may be, take heed - because "estate" means different things to different controlling entities. Take for example, Probate Estate,...

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