Compromise Tax

Reasons to Value a Trust

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Reasons to Value a Trust

Recently I gave a lecture on the valuation of trusts.  While I am not an accountant nor am I a valuation expert, I live and breathe trusts… and frequently the question comes up, what is value of a particular beneficiary’s interest in a trust. Keep in mind, just because a trust is worth $1M, it […]

Commissions

Calculating Trustee Commissions in NJ

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Calculating NJ Trustee Commissions

From time to time, people ask me how executor’s commissions and trustee’s commissions should be calculated.  I have already written a post on calculating executor and administrator commissions, so this post will focus on Trustee commissions. New Jersey statutes on trustee commissions are very difficult to interpret because they use the term fiduciary to apply […]