Should I consider using a Grantor Retained Annuity Trust to hold title to my S-Corporation stock?
Handling shares of S-Corporation stock as part of your estate plan requires legal guidance. In some cases, a specialized trust may be beneficial.
Articles about Business Owners
What services will a corporate trustee handle if I select one as a successor trustee?
Choosing a corporate trustee for your living trust may be an excellent decision. Corporate trustees can provide many services during trust administration.
7 Situations for Using a Corporate Trustee when Creating a CA Trust
Wondering whether a corporate trustee is right for your California estate plan? View here for more from an Orange County estate planning attorney.