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Category Archives: Trust Admin/Trustee

Word trustee near glasses and the pen.

Things to Consider When Naming a Trustee

By Shalloway & Shalloway |

When you establish a trust–whether it’s a revocable living trust, a testamentary trust, or a special purpose trust such as a special needs trust–you’ll need to name a trustee. Picking the right trustee is critical to ensure that the goals of the trust are fulfilled and that your finances, and your family, are protected…. Read More »

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Young married couple signing real estate purchase contract  afte

How Are Trustees of Special Needs Trusts Compensated?

By Shalloway & Shalloway |

Serving as trustee to a trust, especially a special needs trust, is no small undertaking. It can be a time-consuming and complex endeavor. Moreover, administering a trust properly requires adhering to a number of regulations as well as to the guidance of the trust documents, carrying potential liability for any missteps. For that reason,… Read More »

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Estate planning worksheet with glasses on top of document

Incentive Trusts Provide Motivation to Heirs

By Shalloway & Shalloway |

While planning your estate, you may be on the hunt for ways to retain as much control as possible over how your hard-earned funds are distributed after your passing. You may want to use your estate funds as a way to inspire your heirs and loved ones to create a thriving professional life for… Read More »

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