A trustee is responsible for managing and distributing the assets held in a trust. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take ...

The Pensions Regulator (TPR) has revised its definition of a 'professional trustee' as it moves to improve standards and introduce accreditation of the role. The definition, which comes after an ...

When New Jersey adopted the Uniform Trust Code, in large part in 2016, it seemed to make successor trustee appointments and the filling of vacancies in the role of trustee more efficient, supporting ...

Royce Ramey, CFA, is co-CEO of Versant Capital Management, a multifamily office in Dallas and Phoenix serving ultra-high-net-worth families. Trusts are a powerful tool for families to transfer their ...

The industry has welcomed The Pensions Regulator's (TPR) revised definition of professional trustee, but has warned all trustees to be aware of the updated monetary penalty policy. The regulator now ...

Choosing a trustee to manage your estate when you are gone is an important decision, and one that should not be taken lightly. Depending on the type of trust you are creating, the trustee will be in ...