Kerry M. Kerstetter, CPA (referred to as The Tax Guru by other CPAs around the country) helps capitalists, investors & small business owners win the tax game. See www.TaxGuru.org for much more detailed info.
Please note that Kerry does not personally agree with every item included here; but passes them along for the benefit of the readers' understanding of the varied viewpoints on the issues being discussed.
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Tax Guru-Ker$tetter Letter
Thursday, May 01, 2003
New State Laws Complicate Naming Relatives as Trustees - There are plenty of very good reasons to set up trusts, both while you are alive and for after you have passed on. This article has some good tips on selecting a trustee, such as deciding between using a relative or a professional service, such as a bank, or a combination of those. I've worked with clients using dozens of variations of these, each with their own peculiarities and no universal one size fits all best way to set things up.
- posted by Kerry M. Kerstetter, MBA~CPA~ATP~ATA @ 5/01/2003 08:32:00 PM Send this post:
