Trustee’s Choice

Trustee’s Choice

The if, how and when of the UPAIA

Picture this: On the phone, income beneficiary Spouse #2 is complaining vehemently to the trustee that the trust’s portfolio isn’t producing enough income. Beforehand, remaindermen children from the first marriage also complained bitterly that the portfolio isn’t growing enough. The trustee is caught in the middle trying to please them all and inv

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