Posts Tagged
‘protecting beneficiaries’

When a Beneficiary Requests a Trust Distribution What a Corporate Trustee Considers When a beneficiary asks for money from a trust, the request may seem simple. For a corporate trustee, it is a fiduciary decision. The trustee must follow the trust document, honor the settlor’s intent, treat beneficiaries fairly, and protect trust assets for their […]

Shared Stewardship: Planning for Life’s Transitions — Not Just What Happens After Death When families begin planning for the future of a loved one with disabilities or long-term support needs, the conversation often starts with a single question: Who should serve as trustee? No doubt this is an important decision. Trustees carry significant legal and […]

Taxation of Special Needs Trusts Key Planning Considerations for 2026 Administering a special needs trust means more than following the rules. It’s about making thoughtful decisions that balance taxes with long-term benefit protection. Special needs trusts (SNTs) are designed to do something very specific: Preserve assets while protecting access to means-tested benefits. But from a […]

What Is a Trust Protector? When families create a trust, they name a trustee to manage the assets and carry out the instructions in the trust document. Sometimes, they also name a trust protector. A trust protector is a person or company given specific powers to make sure the trust continues to work as intended. […]