Two CBA sections weigh in on why legal professionals’ trust accounts are exempt from new trust reporting rules ...

Such fees include appraisal and attorney fees. Before setting up an account in trust, review your available options and choose the one that best suits your needs. Consider the following details ...

either on your own or with the help of an estate lawyer, that lays out the grantor, trustee, beneficiaries, and assets. Then you sign and notarize the trust document and set up a trust account in ...