Forbes contributors publish independent expert analyses and insights. I am a managing director and senior wealth strategist for CIBC Private Wealth Management. A trust is an arrangement whereby one ...

For individuals with disabilities, an inheritance or settlement can jeopardize a their government benefits, such as Medicaid and Supplemental Security Income (SSI). A special needs trust (SNT) can ...

Being asked to serve as a trustee is an honor. It demonstrates respect for your skills, honesty, judgment and character. When asked, your first inclination likely is to accept, because we have been ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. So, Aunt Jane just asked you to be the trustee of her trust. You were ...

A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee. A trustee has a “fiduciary duty” to serve the grantor and not benefit personally. When the grantor ...

If you’ve decided you want to give your money to friends or family after you’ve passed away, you may want to consider placing it in a trust. Establishing a trust can protect a beneficiary’s assets ...

For decades colleges have been administered through a system of shared governance. Although the meaning of the term is ambiguous, causing border skirmishes to break out periodically, shared governance ...

Since I first became a pensions lawyer more than 23 years ago, the level of complexity of pensions has increased both in terms of legislation but also the case law set by judges – a recent IBM ...