“If I am from a state other than Nevada, why should I and have my trust administered in Nevada?” Not only is this a question we hear all the time, but it was also a Twitter direct message a few weeks ago. Trust situs is not determined by where the beneficiary lives, or the governing law
1. Resignation All creators of a revocable living trust have the ability to amend their trust at any time in order to appoint another trustee, currently, or as successor. At Premier Trust, where we have been named as successor trustee, we have stepped in to act while the creator is alive, due to their resignation.
Seventy-two percent of people with one million or more in investable assets utilize trusts. If you aren’t talking to your clients about trusts someone else is. Talking with your clients about their estate plan will avoid poaching by other advisors, insurance agents, banks, and trust companies that offer investment services. Thirty-eight trillion dollars is expected to
DO THEY HAVE A TRUST? -Gain credibility and strengthen YOUR client relationship. -Is your client a beneficiary of a trust that was set up for them? Are they happy with the trustee? NAME PREMIER TRUST -Successor Trustee, Trustee of existing trust, Agent -Custodian/Trustee of Self-Directed IRA. PARTNER WITH AN ADVISOR FRIENDLY CORPORATE TRUSTEE -We help
The question to ask when talking about your estate plan is “for whom am I responsible.” What better time to remember who you are responsible for than to look around the dinner table on Thanksgiving and see all your loved ones. Let’s face it, the end of life discussion is never comfortable and there is