Management Succession in Family Businesses
May 2, 2016
Articles
Related: Trusts & Estates
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Practical Tips for Planned Giving
February 11, 2015
Charitable Giving
Considering a planned charitable gift? Look at our guide for some useful tips: FICPA – Practical Planned Giving Erin Hope Christy echristy@williamsparker.com 941-893-4007
Being a Responsible Trustee Minimizes Risk
October 1, 2008
Trusts & Estates
Getting started as a trustee means familiarizing yourself with your new responsibilities. Carrying out these responsibilities throughout the trust administration is the key to reducing your risk of serving as a trustee. In Florida, a trustee is governed by the terms of the trust agreement, the provisions of Florida law,…
So You Have Been Asked To Serve As A Trustee Of A Trust? What You Should Know About Serving
October 1, 2008
Fiduciary Services
The trust is a popular tool in today’s world of estate planning. A trust is a fiduciary relationship with respect to property, and it involves an agreement (normally in writing) under which the trustee holds legal title to property for the benefit of the trust beneficiaries. In Florida, this relationship…