Practical guides for trustees who take fiduciary duty seriously. Written from experience, not theory.
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A Pennsylvania court surcharged a trustee for the full benefit to his family, even though every dollar was repaid. Here's what trustees need to learn from the Cameron case.
Read articleA beneficiary's guide to removing a trustee under the Uniform Trust Code — the legal grounds, court process, evidence needed, and how trustees can prevent removal.
Read articleDynasty trusts preserve wealth across generations using GST exemptions and repealed perpetuity rules. Learn governance challenges and TrustOffice's role.
Read articleOver 60% of trusts are never fully funded. Here is the complete checklist — what assets to retitle, how to transfer them, and the tools to prove compliance.
Read articleTerminating a QTIP trust early can trigger surprise gift taxes for everyone involved. Two Tax Court cases show what happens when trustees get it wrong.
Read articleAI-assisted trust administration reduces documentation errors, catches compliance gaps, and creates defensible records for fiduciary obligations.
Read articleWhen co-trustees disagree, the trust stalls. Learn the default decision rules, deadlock consequences, and how to break gridlock before beneficiaries sue.
Read articleBeneficiaries have a legal right to trust documents under UTC §813. Learn how to request a copy, what to do if the trustee refuses, and your state law rights.
Read articleFiduciaries are shifting from spreadsheets to digital trust platforms. Learn the tools being adopted in 2026 for compliance, documentation, and liability protection.
Read articleYes, irrevocable trusts can be amended through decanting. Over 20 states allow it via the Uniform Trust Decanting Act. Learn how it works, tax traps, and risks.
Read articleThe Uniform Prudent Investor Act requires diversification, documented investment strategy, and regular review. Most trustees can't prove they comply. Here's what to fix.
Read articleThe trustee's duty to inform and account is mandatory under UTC Section 813. Learn beneficiary rights, compliance steps, and breach consequences.
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 do corporate trustees charge? Corporate trustee fees range from 0.5% to 2% of AUM with $2,500-$5,000 minimums. Compare costs and learn to document fees.
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 articleIRS trust audit triggers in 2026: 7 red flags that put your Form 1041 at risk of penalties, surcharges, and personal trustee liability—and how to fix each one.
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 articleSurcharge of trustee in Florida: what happens when a court holds you personally liable. Florida Trust Code §736.1001 explained, plus 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.