Stephen Trefts, President

In the face of economic storms, how does a trustee make wise investment decisions? There are several steps we take to create a trust lifeboat in the sea of these turbulent financial times.

Read More

Stephen Trefts, President

Occasionally a trustee is replaced because of malfeasance. More commonly, the trustee is simply unable to fulfill his or her duties due to a lack of knowledge or skills, too little time, or because of interpersonal conflicts.

Read More