Practical guides for trustees who take fiduciary duty seriously. Written from experience, not theory.
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Trustees must keep beneficiaries reasonably informed and provide annual accountings. The duty to inform is not optional. Here is what trustees must do — and what happens when they don't.
Read articleSilicon Valley's 'trust stacking' strategy multiplies estate tax exemptions through layered trusts. The IRS is pushing back. Here is what trustees need to know.
Read articleThe new fair value standard applies to trusts with nonfinancial assets. What trustees need to know and three steps to implement before Dec 15, 2025.
Read articleDirected trusts split authority among trustees, advisers, and protectors. Here is the governance file trustees need before disputes start.
Read articleHow much should a trustee be paid? A practical guide to reasonable compensation, legal factors courts consider, and how to document it to avoid surcharge risk.
Read articleFinCEN narrowed federal BOI reporting, but trustees still need ownership records, exemption files, and entity governance proof. Here is the practical checklist.
Read articleSection 68(e) repeal stripped trusts of their itemized deduction exemption. Here's what changed and how to document compliance before year-end filings.
Read articleThe estate tax exemption is now permanently $15M. If your trust predates 2025, its formulas and tax strategies may be stale. Here's the review checklist.
Read articleThe IRS is using AI to catch trust documentation failures. Here are the seven triggers that put your Form 1041 in the crosshairs, and what to do about each.
Read articleMichigan, Virginia, and New York courts agreed in 2026: skip trust formalities, lose your shield. Here's what each case teaches and how to protect yourself.
Read articleA Pennsylvania court expanded trustee surcharge beyond personal profit to family benefit. Here's what it means for your liability and how to protect yourself.
Read articleMost trustees document their decisions, but the records wouldn't hold up under scrutiny. Here's what's missing from your trust minutes and how to fix it.
Read articleA practical guide to trust management software for private trustees, family offices, and advisors. What to look for, what to skip, and why spreadsheets fail.
Read articlePractical resources for private trustees, family office managers, and trust advisors, written from experience, not theory.
Read articleTrustOffice gives you the tools to govern your trust correctly — AI-powered meeting minutes, distribution tracking, and audit-ready records.