For individuals with disabilities, an inheritance or settlement can jeopardize a their government benefits, such as Medicaid and Supplemental Security Income (SSI). A special needs trust (SNT) can ...

Being asked to serve as a trustee is an honor. It demonstrates respect for your skills, honesty, judgment and character. When asked, your first inclination likely is to accept, because we have been ...

Ontario Education Minister Paul Calandra says he will make a final decision early in the new year on what changes to make to ...

Upon becoming trustee of a trust, the trustee will frequently engage an attorney and seek advice from other advisors to assist them throughout the trust administration process. Many trustees accepting ...

For decades colleges have been administered through a system of shared governance. Although the meaning of the term is ambiguous, causing border skirmishes to break out periodically, shared governance ...

What happens when the trustee's work takes more time and effort than anyone anticipated? And how much, if anything, should a ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. One of the most daunting decisions for an estate planner is determining the ...

A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee. A trustee has a “fiduciary duty” to serve the grantor and not benefit personally. When the grantor ...

Forbes contributors publish independent expert analyses and insights. Christine Fletcher writes about managing trusts and estates. If you serve as trustee for a friend or family member, you understand ...

Shawnee State welcomes alumna Markee Dennis to its Board of Trustees, citing her extensive experience in government affairs.

With wills being written and reviewed as part of inheritance tax (IHT) and succession planning, it is vital to understand the role of the executor – the person responsible for managing the estate and ...