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Trust officer: Role, responsibilities and when you may need one
A trust can be a powerful way to protect your assets while providing for the people you care about. However, creating the ...
Gail E. Cohen, Chair of Fiduciary Trust’s Board of Directors and General Trust Counsel, has over 30 years of experience in the area of trusts and estates. She is a member of Fiduciary Trust’s ...
Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The opening panel of the 60th Heckerling Institute on January 12, 2026 ...
Clients who want their beneficiaries to avoid probate often place assets in trust. Many CPAs are reluctant to take on being a trustee, which is a time-consuming responsibility. An alternative is to be ...
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