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It’s easy for trustees to botch their roles. Here’s how to avoid the common pitfalls.

What Wealth Management Professionals, Trust Officers and Estate Planners Need to Know About Trust Protectors.

Dealing with demanding heirs comes with the territory for trust and estate advisers, but the amount of time and energy spent on them seems to be growing.

List of Statutory Duties Of Trustee.

So You Want to Be Your Own Trustee: Or Nobody Told Me This Before.

‘Portability’ of unused exclusions only guaranteed if surviving spouse files estate tax return swiftly.

Being named a trustee by a friend or family member is an honor but it may be one you could do without.

They may long to give up their daily commutes and have wide-open schedules, but far too many baby boomers are largely unprepared to leave their jobs.

Being asked by friends or family to be executor of an estate is a big honor, but the warm feelings can vanish once the job starts.

Two experts offer different opinions.