Family discussing trust administration with an estate planning lawyer.

What Is a Designated Representative in a Trust and Why It Matters

When creating a trust, you might consider appointing a Designated Representative to simplify the administration process. This role is especially useful for complex trusts, trusts with multiple beneficiaries, or situations where minors or incapacitated individuals are involved. What Is a Designated Representative? A Designated Representative is someone appointed to act on behalf of one or […]

What Is a Designated Representative in a Trust and Why It Matters Read More »