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Articles Posted in Trust Accounts

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Recognizing World Elder Abuse Awareness Day: Why You Should Stay Vigilant Regarding Trustees and Power of Attorneys

June 15 is recognized as World Elder Abuse Awareness Day.  It was initiated by The International Network for the Prevention of Elder Abuse and is recognized by the United Nations.  Elder abuse is defined as any act or neglect where there is an expectation of trust, which causes harm to…

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Know Your Custodian – Uniform Transfers and Gifts to Minors Acts

The Uniform Transfers to Minors Act (UTMA) and Uniform Gifts to Minors Act (UGMA) allow adults to give or transfer assets to minor beneficiaries. The slight difference between the accounts is that the UGMA is limited to financial assets while the UTMA includes any tangible or intangible assets. These accounts…

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