How is a Trustee’s Bond Amount Determined?
A trustee’s bond is a form of insurance that protects beneficiaries in case the trustee misappropriates or mishandles trust assets. …
Point Loma Trust Administration
How is a QTIP Trust Administered?
What is a Qualified Terminable Interest Property (QTIP) Trust? A Qualified Terminable Interest Property (QTIP) trust is a specialized irrevocable …
How is a Family Business Valued in Trust Administration?
What are the Challenges of Valuing a Closely Held Business for Estate Planning Purposes? Valuing a family business for trust …
How Does a Trustee Resign?
What Is a Trustee, Anyway? A trustee is an individual or entity appointed to manage assets held in a trust. …