To continue reading this content, please enable JavaScript in your browser settings and refresh this page. How does a trustee decide how and when to make ...

Discretionary distribution decisions are arguably the most difficult judgments faced by a trustee. Conscientious trustees spend significant time analyzing the trust instrument’s 1 dispositive ...

There are many reasons people place money in trust for their heirs. Trusts provide professional management of assets for beneficiaries who either do not want to spend their time on such matters or ...

We last visited the issue of the protections afforded in California to the beneficiaries of spendthrift trusts in my article, Distributions Due Or Made From A California Spendthrift Trust Available To ...

Murphy’s Law applies itself with surprising vigor in the estate planning field. If your clients are leaving outright, no-strings-attached inheritances or gifts to their beneficiaries, they are ...