Abstract
You can create the best, most personalized, and undeniably awesome estate plan in the world, but if you don’t name the right people to carry out the plan, it’s unlikely to meet your goals. Remember, your estate plan at the end of the day is a sheaf of papers. The individuals you select as your fiduciaries are the ones who breathe life into that plan and bridge the gap between your intentions and reality. There are laws that govern the fiduciaries’ job description and some practical questions you should ask before you hire them.
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If you have a trustee in one of these states the trust can be a “resident” of the state and get the benefit of not having to pay state income tax.
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© 2013 Deirdre R. Wheatley-Liss
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Wheatley-Liss, D.R. (2013). Fiduciaries. In: Plan Your Own Estate. Apress, Berkeley, CA. https://doi.org/10.1007/978-1-4302-4495-0_12
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DOI: https://doi.org/10.1007/978-1-4302-4495-0_12
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Publisher Name: Apress, Berkeley, CA
Print ISBN: 978-1-4302-4494-3
Online ISBN: 978-1-4302-4495-0
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