Jonathan Fitzgerald, national director of estate and trust settlement services, talks with Editor in Chief of Trusts & Estates magazine, Susan Lipp, at the 54th Annual Heckerling Institute on Estate Planning about the skills that are required to serve as an executor, particularly for a more complex estate. He provides compelling commentary on how family dynamics play a key role when it comes to naming an executor.Please see important disclosures at the end of the video.
Wilmington Trust’s Alvina Lo, Brian Oard and Adam Bakhash discussed a variety of wealth transition and legacy planning topics with tax and estate planning lawyers, risk and insurance professionals, and a financial education expert at the 2018 Hawaii Tax Institute Conference.Hear their insights on electronic wills, spousal lifetime access trusts, financial literacy, estates and trusts, gifting, and more.
As trusts evolve, the need for a robust and experienced trustee is paramount. Over the past half-century, the role of trustees has evolved rapidly along with the trust industry itself.Increased complexity of trust investments and expansion of modern trust laws are just two elements of this evolution.Modern trusts require the services of robust professional trustees adept at navigating complex legal, tax, investment, and regulatory issues.