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A private trust company, also known as a family trust company, is an entity that provides trust and fiduciary services to a single-family group. It is a state chartered, regulated entity and,

The will has traditionally been a legal document responsible for directing the disposition of assets — including cash and financial assets, real property, collectibles and other personal belongings — upon death.

Your executor can be a family member, friend, advisor, trust company or combination of these. In addition to managing and distributing the estate’s assets, the executor must engage in a series of

“It’s not what you say, it’s what they hear” is an important mantra in political campaigns (and most compliance discussions). Estate attorneys know this dilemma intuitively as we struggle to bridge the

Acting as a trustee, in an individual capacity, carries with it risks and responsibilities that need to be understood by anyone stepping into that capacity. Trustees can be held personally liable for

Shareholder agreements, also called Buy-sell agreements, are a contractual obligation entered into among the shareholders of a company or other entity (partnership, LLC, etc.) to govern when and how shares are transferred