Barron's generously let me read this article for free. Maybe they'll do the same for you. See The Five Biggest Ways To Bungle a Trust.
The five ways?
Three failures: 
   …to keep records
   …to diversify
   …to treat current beneficiaries and remaindermen fairly
And two unreasonable expectations::
   The family won't mind if I take a fee
   Nobody will sue me
Marketing trustee services for a bank or trust company? Add this article to your tool kit.
 
 
 
 Posts
Posts
 
 
 
 
 
 
No comments:
Post a Comment