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Succession Planning Beneficiaries Irrevocable Trusts

Offit Kurman

Trust Protectors – Should You Have One?

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When creating a trust, determining who you want to serve as trustee(s) and benefit from the trust as beneficiaries are decisions that need to be made for every trust. The role of “trust protector” may not be as commonly known...more

Offit Kurman

Choosing a Trustee: Navigating the Complexities and Key Considerations

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In this episode of 'Trust Us,' Danielle Friedman, Max McCauley, and Herb Fineburg discuss the critical aspects of selecting a trustee. They cover common client questions, including who should be named as a trustee, the...more

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