“Professional Individual Trustees have a number of distinct advantages over corporate/bank trustees and family members or other individual trustees”. Trust Industry veteran Richard Trumpler of Trumpler Wealth Consulting makes the case for non-corporate trustees. Read More
If you have created an estate plan, or hope to create one, the selection of Successor Trustee is critical. Your plan is only as good as the one implementing it, and this short article will help you determine if you have made the right choice for you, and your loved ones. First, let’s be clear…
Pamela Harriman, Clark Clifford and Paul Warnke were the crème de la crème of Washington politics, luminaries of the D.C. establishment and among the veritable best and brightest of the American political scene. Pamela had used her inheritance and status as the widow of Averell Harriman to enhance her lifestyle and advance her party’s political…
My dad was a mechanic – a pretty good one from all accounts. He’s always liked fixing things. As a kid, I recall hearing “a mechanic’s car is always the worst”. It may well have been mum who yelled it whenever my brothers and I were push-starting her 1964 Ford Cortina in a…
Vice-Chair Marguerite Lorenz presents to the Purposeful Planning Institute exploring the many hats worn by Independent Trustees so professionals may better identify when it is appropriate to engage one to serve their clients.
Terry Savage, Chicago based syndicated financial columnist for the Tribune Content Agency, mentions the option of using a member of the Independent Trustee Alliance in response to a question about finding an executor or trustee.
Clients with dementia and other impairments to capacity pose a unique and additional set of challenges to the successful work of the Financial Power of Attorney. Master Certified Trustee Dan Felix discusses how the Financial Power Holder can work with the family to over-come these challenges for the maximum benefit of all concerned.
