Cam McGilivray, Trust Officer

Entering a fiduciary relationship carries serious responsibilities. In Washington, trustees are guided by both the terms of the trust document and by statutes pertaining to trusts. This article outlines what can happen if there is a breach of fiduciary duty, as well a highlight some of the laws.

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Stephen Trefts, President

Financial exploitation is often financially and emotionally devastating to the exploited individual. The following true stories illustrate the complexity of the problem, and highlight some ways to prevent it from happening in the first place.

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Stephen Trefts, President

The language of the trust document determines how we make trust payout decision. This article addresses the nuances of several common distribution types to take into consideration when creating trust documents.

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Stephen Trefts, President

Discretionary decision making is a big part of being a trustee, and one that effects beneficiaries greatly. While there is no mechanical formula that can be used, this article identifies certain land marks we look for on the road to the right decision.

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Sandy Calbreath, Trust Officer

Where a person lives out the remainder of his or her life is a very important decision. As trustee, we understand that each individual’s needs are different and find the living arrangement that will best meet those needs.

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Sandy Calbreath, Trust Officer

Agreeing to serve as trustee or attorney-in-fact under a Power of Attorney seems like reasonable task when your friend or family member is not incapacitated. However, the task can easily become a burden when it comes time to make difficult decisions or enter into complicated family dynamics. An Agency Agreements allows you to remain in control, and at the same time have help with the administrative tasks involved.

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Stephen Trefts, President

Trusts for children come in many different forms and can be crafted to meet the needs of each individual child. Following are examples of the possibilities available to provide for children through proper trust planning.

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