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father and son

Clients considering the strategy must take extra care

coins in a row

Trustees must balance the interests of income and capital beneficiaries amid economic uncertainty

Calculator paper tape rolled up

The agency will not charge penalties and interest if payments are made by the new deadline


Oak Trust offers trust administration, estate settlement and wealth management services

Close-up of payment machine buttons with human hand holding plastic card near by

Use these tips to protect an inheritance


Bjorn Frohnsdorf succeeds Scott Scobie in the role

  • By: Staff
  • April 14, 2020 April 14, 2020
  • 11:39

The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information

Exercising discretion with estate assets in trusts

  • By: James Dolan
  • February 7, 2020 February 6, 2020
  • 09:30
rich vintage / istockphoto

If your business-owner client uses these trusts, special planning is required

  • By: Kevin Wark
  • October 25, 2019 October 25, 2019
  • 13:00
Happy family jumping together on the beach

Complex families can have complex needs