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Trustee Hard to Select? Choose a Total Return Unitrust
Published in Investments & Wealth Monitor, September/October 2009

The considerations when structuring an estate plan are so numerous that it is difficult for an advisor to narrow a client’s focus to the truly important issues. Every issue can be addressed with enough creativity to paralyze the process. Creativity, especially in regard to distribution provisions, creates risks that a trust or estate will be subject to incompetent or ineffective administration because a fiduciary must interpret the intent of the grantor or decedent. A total return unitrust may be the perfect option for minimizing these risks. Read the article.