Trust protectors (aka Trust Advisors) have long been used in British Commonwealth countries, originating with offshore asset protection trusts. With these trusts, their role was limited mostly to overseeing the foreign trustee and to make sure the trust maker’s...
We’ve covered a number of points in our discussion of estate planning with you, and we want to provide you with the following document as a refresher of what the different terms and phrases mean in an estate planning context. This document is broken up into two...
Wondering what a legal term means? Our glossary focuses on common legal terms related to estate planning, probate, trust administration, family, and asset protection.