Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Previously, I wrote on What a Trust is in some detail, but did not go into ...

When creating an estate plan, it may be necessary to name a trustee to handle your assets. For example, if you’re ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Acting as a trustee, in an individual capacity, carries with it risks and responsibilities that need to be understood by anyone stepping into that role. Trustees can be held personally liable for ...

The launch of the Pensions Regulator’s 21 century trusteeship campaign marks a significant step forward in the level of and approach to the regulator’s engagement with pension schemes on governance ...

Not all companies are prepared to take on the duties of a trusteeship Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and ...

Social investing (SRI/ESG Investing) of assets subject to an irrevocable trust implicates the trustee’s duty of undivided loyalty unless the terms of the trust expressly direct/authorize the trustee ...