Forbes contributors publish independent expert analyses and insights. I am a managing director and senior wealth strategist for CIBC Private Wealth Management. Trusts are a vital part of the wealth ...

Forbes contributors publish independent expert analyses and insights. I am a managing director and senior wealth strategist for CIBC Private Wealth Management. A trust is an arrangement whereby one ...

Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...

When a trust is created, three distinct roles define how it functions: the grantor, the trustee and the beneficiary. The grantor sets up the trust and contributes the assets. The trustee manages those ...

Jeane Marie Swalm, a 91-year-old grandmother, put her life savings in a Trust to provide for her care and leave an ...

Trusts are ubiquitous in planning, and one of the most common motivations for the use of trusts is to minimize the risk that a future divorce of a trust beneficiary will expose trust assets to the ...

Q: I am one of several beneficiaries of a trust, and we have had no communication from the trustee since 2012. Are we entitled to ask him for copies of recent tax returns for the trust or recent ...

January 31, 2022 - The evolution of property and trust law currently allows irrevocable trusts to run in perpetuity for multiple generations, which can enhance creditor protection and minimize ...

A trustee is responsible for managing and distributing the assets held in a trust. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take ...

Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you're gone ...