If you’ve just inherited a windfall from a deceased relative’s trust, you’re likely wondering, “How does a beneficiary get ...

Forbes contributors publish independent expert analyses and insights. Christine Fletcher writes about managing trusts and estates. If you serve as trustee for a friend or family member, you understand ...

Elderly persons often sign new estate documents, including trusts and trust amendments. Certainly, all persons with competence and without improper influences have the right to leave their property to ...

“I am the third trustee appointed to my late parents’ trust.” ...

What happens when the trustee’s work takes more time and effort than anyone anticipated? And how much, if anything, should a family member be paid? Trustee compensation lacks clear rules; most family ...

Royce Ramey, CFA, is co-CEO of Versant Capital Management, a multifamily office in Dallas and Phoenix serving ultra-high-net-worth families. Trusts are a powerful tool for families to transfer their ...

A recently released list of commitments by trustees of the Ethics & Religious Liberty Commission to Southern Baptists was drafted over the last month, chairman Scott Foshie ...

An incident of the trustee’s duty to be generally prudent, to account (or report) to beneficiaries, and to refrain from breaches of the duty of undivided loyalty, such as engaging in unauthorized self ...