What are the Responsibilities of a Trustee?
Posted on November 20, 2020 by shieldsandboris![](/static/uploads/blog/question-marks.jpeg)
A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee. A trustee has a ‘fiduciary duty’ to serve the grantor and not benefit personally.
Good Planning for Life Is Also Good Planning for a Pandemic
Posted on November 19, 2020 by shieldsandboris![](/static/uploads/blog/good-planning-for-life-is-also-good-planning-for-a-pandemic.jpeg)
It’s hard to plan for next week, let alone the future, when our environment, the advice from the experts and indeed the outbreak itself, seems to change on a daily basis.
What Did This Hollywood Producer’s Estate Plan Look Like?
Posted on November 18, 2020 by shieldsandboris![](/static/uploads/blog/shields-and-boris-logo.png)
Steve Bing — who inherited $600 million from his real estate developer grandfather at the age of 18 — only had about $300,000 left to his name at his death, leaving him relatively broke.
Who Needs a Special Needs Trust?
Posted on November 17, 2020 by shieldsandboris![](/static/uploads/blog/puzzle.jpg)
If you are the parent of a person with special needs, you are well aware that the role you play is very different than it may be for other children. Properly planning to meet their financial needs, both in the immediate and long term, is a critical part of supporting your child. This support must often continue well past the typical age of adulthood, which means parents need to put in place financial tools to care for their children, in the event of the parents’ death.