by Dan Felix | Jul 24, 2023 | Trust Crisis and How to Deal With Them
The impact of a trustee’s refusal to share information with a beneficiary. There’s a recurring question of how much the trustee should disclose to the beneficiary. This problem is bound by legal minimums on one side. On the other side, we have questions of...
by Dan Felix | Sep 30, 2023 | Trust Crisis and How to Deal With Them
Tending to Unique Family Members — and their Family The label we put on a person who is not in sync with the rest of the family is “black sheep.” He— or she!— is often the one going in the different direction. So while all the family may be engaged in a family...
by Dan Felix | Jun 30, 2023 | Successful Trust Administration
You would think that anyone who participates in a trust would want the trust handled “successfully” You would think that it wouldn’t matter whether you’re the trust creator who is setting up the trust, or the beneficiary, receiving the benefits from the trust creator,...
by Dan Felix | Jul 3, 2023 | Successful Trust Administration
The on-boarding process supports success by: Making sure the leadership and advisory roles are well-filled. Building an environment of mutual trust and collaboration. Setting, managing and meeting expectations of the stakeholder family and also advisors. I’ve...
by Dan Felix | Jul 4, 2023 | Successful Trust Administration
The opportunity for engagement Here we consider the development and use of Investment and Distribution Policy Statements, along with their living context: the greater goals and mission of each trust for the family served. The expression of the goals of the trust on...
