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Home » Trustee

What Is Trustee Self-Dealing?

September 26, 2019 by Anthony Moccia

Harrison trust attorneys

Given the flexible nature of a trust, and the numerous and varied goals a trust can help you achieve, it should come as no surprise that trusts are frequently used in an estate plan. If you decide to incorporate a trust into your estate plan, you will need to appoint someone to be the Trustee of the trust. Your choice of Trustee is extremely important because your Trustee will be in a fiduciary role. There are several ways a Trustee can violate the duties that come with that fiduciary role. The … [Read more...] about What Is Trustee Self-Dealing?

Filed Under: Trustee

Can I Be the Trustee of My Asset Protection Trust?

January 29, 2019 by Anthony Moccia

Harrison asset protection attorneys

For most people, a Last Will and Testament serves as the foundation of their initial estate plan. As both their estate assets and their family grow, they may incorporate additional estate planning documents and strategies into that initial plan in order to address that growth. If you are at the stage of your life where you need to grow your own estate plan, you may choose to create a trust to help protect your growing estate assets. As the Settler of the trust you must appoint a Trustee. As the … [Read more...] about Can I Be the Trustee of My Asset Protection Trust?

Filed Under: Trustee

What Exactly Does A New York Trustee Do

February 2, 2016 by Saul Kobrick

What Exactly Does A New York Trustee Do from Saul Kobrick If you are thinking about creating a trust, you need to start thinking about a Trustee. Trustee responsible for an accounting of all trust business and assets. Income, distributions, expenses. Learn more about exactly does a New York trustee do in this presentation.   … [Read more...] about What Exactly Does A New York Trustee Do

Filed Under: Trustee

Free Report: New York Trustee Duties and Responsibilities

December 31, 2015 by Saul Kobrick Leave a Comment

A Trustee owed a fiduciary duty to the trust and the trust beneficiaries. A fiduciary duty means that a Trustee must use the utmost care when managing trust assets and making investments with those assets. Risky investments are to be avoided. A Trustee should take into account what is in the best interest not only of current beneficiaries but also of future beneficiaries of the trust. Topics covered in this report include: Trust Basics Fiduciary Duty Duty and Responsibility to … [Read more...] about Free Report: New York Trustee Duties and Responsibilities

Filed Under: Trustee

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GARDEN CITY

1305 Franklin Avenue Suite 170
Garden City, NY 11530
United States (US)
Phone: (516) 248-9500
Fax: (516) 248-7606

HAUPPAUGE

150 Motor Parkway Suite 401 (Regus)
Hauppauge, NY 11788
United States (US)
Phone: (631) 941-3400
Fax: (516) 248-7606

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600 Mamaroneck Avenue, 4th Floor
Harrison, NY 10528
United States (US)
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