OUR THOUGHTS
12 Reasons to Never Use an Individual Trustee
by Richard Trumpler
Working with Beneficiaries with Mental Health Challenges:
An Action Plan for Estate Planners and Trustees
by Amanda Koplin, Richard Trumpler, Martin M. Shenkman, Esq.
Personal Trustee Roles-
Tri-furcation is the New Norm
by Richard Trumpler
Selecting Your Personal Trustee -
A decision fraught with pitfalls and potential missteps
by Richard Trumpler, TEP and
Theresa M. Hughes, MBA, CTFA, AEP
GAME CHANGER!
A PERSONAL TRUST INDUSTRY "DISRUPTER"
THE CAREER PROFESSIONAL INDIVIDUAL TRUSTEE
by Richard Trumpler, TEP
EVEN WE DON'T KNOW EVERYTHING
Notable Books We Recommend
"Family Wealth - Keeping It In The Family" (2004) by James E. Hughes Jr.
“The Legacy Journey: A Radical View of Biblical Wealth and Generosity” (2014) by Dave Ramsey
“A Passion for Giving: Tools and Inspiration for Creating a Charitable Foundation” (2012) by Peter Klein and Angelica Berrie
“Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators” (2015) by Hartley Goldstone, James Hughes, and Keith Whitaker
"Affluence Intelligence: Earn More, Worry Less, and Live a Happy and Balanced Life" (2011) Stephen Goldbart and Joan DiFuria
"The Four Hour Work Week" (2007) Tim Ferris