The Trump Policy Analysis Group (TPAG)  has convened to consider probable changes in law that will affect older Americans and those with special needs. Initial TPAG focus is on entitlements, public benefits, tax, special needs planning, and veterans’ benefits. We…
*This article has been re-posted with permission from the author Harry S. Margolis.
Whether it’s an honor or a burden (or both), you have been appointed trustee of a trust. What responsibilities have been thrust upon you? How can you successfully carry them out?
Here are some do’s and don’ts to get you started: