KSJG Tax Partner Lisa Johnson explains trustee duties and provides a helpful checklist of considerations you should make when selecting your trustee. Ms. Johnson also discusses whether grantors should be trustees, whether to compensate trustees financially, and the benefit of forming a trustee team.

Click here to read the full article from the Orange County Business Journal®.

We are now Withum.Some things are just better together.

KSJG has joined its practice with WithumSmith+Brown, one of the top 30 public accounting and advisory firms in the country.  This powerful union expands and enhances our capabilities to deliver even more robust advisory and accounting solutions to our clients.