2023-11-14 15:10News

Being a Trustee Can Be Costly

Acting as trustee for a family trust can have major pitfalls when there is family discord.  For details on a recent case in this area, see this quarterly issue of TI-TRUST's Estate Planning Briefs.
Also in this issue:
• Hoarder loses a will
• Substantial compliance sufficient for a beneficiary change 
• Saving the DSUE
• Special assets require special handling
When you or your clients are in need of fiduciary services, please keep TI-TRUST in mind.

About TI-TRUST, Inc.

TI-TRUST is a leading provider of fiduciary services for Employee Benefits, Personal Trust, and Farm Services. With solid core values and decades of proven commitment to high ethical standards, our experienced team of financial, legal, and administrative professionals is dedicated to earning and maintaining the trust and confidence of our clients. Founded more than sixty years ago in Quincy, Illinois, today, we have locations in five states and hold more than $16 billion in managed assets for individuals and institutions nationwide.


Larry Shepherd
Executive Vice President, Personal Trust
Larry Shepherd