Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
How Do Directed Trusts Work? October 2, 2020 by Evan H Farr, CELA, CAP Q. I recently read about what is called a directed trust, where an individual has power to direct the trustee on some aspect of the trust, such as investment management, administration, and distribution decisions, powers usually … [Read more...]