Resource Center

By: Randy Gardner, J.D., LL.M., CPA, CFP®, Matthew T. McClintock, J.D., Leslie Daff, J.D., MBA®, Julie Welch, MSA, CPA, CFP®

Selecting the right trustee is essential for a successful plan. Our job as advisors is to help clients understand these issues in the initial planning phase and to later guide the trustee through successful and tax-efficient trust administration as the plan matures.

To learn more about avoiding the high post-ATRA trust tax rates, please fill out the form below.