These articles are designed to help you learn more about The Trustee Group and the services we offer as Professional Administrative Trustees and Licensed Fiduciaries.
The Trustees Group: Appointing the Right Trustee and Successor Trustee over Your Private Family Trust When planning for the distribution and management of assets after one’s passing, individuals often weigh various strategies, including the creation of private family estate trusts. While such trusts can offer benefits, a strong argument can be made for prioritizing the…
The Genesis of The Trustees Group Long before he founded The Trustees Group, Kevin Singer worked on multiple projects administering homes, businesses, assets, and trusts for the court system in California, Arizona, and Nevada. As a court receiver, Mr. Singer helped hundreds of individuals keep their businesses running while they waited for the court system…
Planning for Your Family’s Financial Future: The Family Trust If you care about your family’s financial future, you undoubtedly know the importance of financial planning. While often difficult and sometimes emotional, proper and careful planning can make the difference between protecting your family’s assets or seeing them fall victim to taxes, creditors, divorce, or bad…
When planning and creating your trust, especially if your trust is predominantly comprised of real estate assets, it’s important to make sure the trustee you engage has a background managing these assets. By hiring an experienced trustee, you are protecting the value of the assets in your trust. If you choose an inexperienced trustee, one…
Beneficiaries Don’t Always Get Along Every day we come across attorneys whose clients are fighting over money. In most cases it’s not even money they worked for; it’s money they inherited. Oftentimes, the money, and other assets, are held in trust for the family. Usually, the family’s parents or grandparents worked very hard to accumulate…
What is a Successor Trustee? When it comes to an irrevocable trust, a successor trustee is a lot like an understudy at a Broadway play. The successor trustee’s involvement only comes into play if and when somethings happens to the trustee named in the original trust documents. While it’s a good idea to specifically name…
Losing a loved one is never easy. Handling the details of an estate can be a daunting task for someone inexperienced with asset management, business operations, or information technology. If it is your intention to leave your estate to your heirs when you pass or if you are the beneficiary of a large estate, it…
A Professional Administrative Trustee: A Prudent and Wise Choice If you created a trust in order to benefit your heirs or if you are thinking about creating a trust before you pass, remember that the trust is only one part of the plan. It’s a prudent and wise idea to select and retain a qualified…
When choosing a trustee, it’s crucial that you select an experienced trustee who knows how to solve any issues or conflicts that may arise among family members or beneficiaries of the trusts.