Practical guides for trustees who take fiduciary duty seriously. Written from experience, not theory.
The One Big Beautiful Bill Act repealed Section 68(e), stripping trusts of their itemized deduction exemption. Here's what changed, three real scenarios, and how to document compliance before year-end filings lock in liabilities.
Read articleThe federal estate tax exemption is now permanently $15M. If your trust was written before 2025, its formulas, distributions, and tax strategies are likely stale. Here's the review checklist.
Read articleThe IRS is using AI to catch trust documentation failures. Here are the seven specific triggers that put your Form 1041 in the crosshairs — and what to do about each one.
Read articleMichigan, Virginia, and New York courts all ruled the same thing in 2026: skip your trust formalities and you lose your liability protection. Here's what each case teaches and how to protect yourself.
Read articleA Pennsylvania court just expanded trustee surcharge to include full family benefit, not just personal profit. Here's what that means for your personal liability and how to protect yourself.
Read articleMost trusteesdocument their decisions — but the records they keep wouldn't hold up under scrutiny. Here's what's missing from your trust meeting minutes and how to fix it before someone asks.
Read articleA practical guide to trust management software for private trustees, family offices, and trust advisors. What to look for, what to skip, and why spreadsheets aren't enough.
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.