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Tag Archives: Trust administration

Trust Administration Experts Available in Fort Myers

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By now, most individuals are familiar with the general concept of a trust. Rather than just gifting a large sum of assets to beneficiaries, many individuals choose to direct those funds in a controlled way. The most common example is grandparents who provide for their grandchildren’s education before granting them a larger lump sum… Read More »

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Fort Myers trustees and trust administration

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Trusts are becoming more and more common in the estate planning process. From revocable living trusts, which exist during a trustor’s lifetime, to a testamentary trust created by someone’s last will, trusts can and do arise in a multitude of situations. In their simplest form, trusts are nothing more than an entity, which controls… Read More »

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