Trust Administration Series: Part 3 of 3
In Part 1 of 3 of this Trust Administration Series, we covered the trustee’s duties, liabilities, and trust administration checklist. In Part 2 of 3 of this Trust Administration Series, we learned about the common subtrust structures of a family trust. This last section of our three-part Trust Administration Series details the steps and considerations for allocating assets of the family trust among the subtrusts.
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