Craig Coulson

Professional Advice is Key: Part 2 Pipeline Planning

This blog was written by: Craig Coulson, Senior Trust Officer Many professional estate administrators emphasize the emotional toll and time-consuming steps that are reduced or eliminated when a corporate executor is named in one’s will. Sometimes, beneficiaries may be unhappy with corporate executor fees, perhaps thinking if only they were appointed, they would save the estate the cost of administration. What is not frequently mentioned is how the appointment of….

Professional Advice is Key: Part 2 Pipeline Planning Continue Reading »

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Professional Advice is Key When Administering Estates with a Corporate Component Part 1: Loss Carryback Strategy

This blog was written by: Craig Coulson, Senior Trust Officer Many professional estate administrators emphasize the emotional toll and time-consuming steps that are reduced or eliminated when a corporate executor is named in one’s will. Sometimes, beneficiaries may be unhappy with corporate executor fees, perhaps thinking if only they were appointed, they would save the estate the cost of administration. What is not frequently mentioned, is how the appointment of….

Professional Advice is Key When Administering Estates with a Corporate Component Part 1: Loss Carryback Strategy Continue Reading »

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