I have been asked to serve as trustee of a Crummey trust. What should I do next?
Know what is required of you if you are asked to serve as trustee of a Crummey Trust. Continue reading to learn more and contact us if you have questions.
Articles about Crummey Trusts
Trustees of Crummey Trusts Must Provide Notices to Beneficiaries
In order to maintain the tax benefits of a Crummey trust, trustees have certain responsibilities. These include providing Crummey notices for each gift.