FSP Article 2012 Jan

Nontax Fundamentals in Trust Planning

We look at the selection of a trustee, a trustee’s exercise of discretion, and designation of a successor trustee for maximum flexibility. Whether large or small, relatively complex or relatively simple, a trust arrangement that has a sound selection process, clear standards for distribution decisions, and procedures to ensure its continuation can work very well for its beneficiaries.

FSP Article 2012 Jan (Click here to download PDF)