Articles
Estate & Trust Administration Resource Library
- Choosing a Trustee: Factors to Consider
- Gifting to Minors: Year-End Options
- Trusts Are an Integral Part of Most Estate Plans
- Periodic Reviews of Trust Life Insurance: Why They Are Necessary
- Trusts & Divorce: The Supreme Judicial Court Provides Clarity
- Does It Matter Who I Choose For My Trustee?
- Common Pitfalls in Administering a 3rd Party Funded Supplemental Needs Trust or OBRA ‘93 Special Needs Trusts
- Using ABLE Accounts to Avoid a One Third Loss in SSI
- Legacy Newsletter - Volume 21, Issue 1
- New Retirement Account Rules for 2023 - 2024 Article
