The Law Offices of Scott Alan Morrison, P.A.
Please Call For An Appointment

A trust is a great way to provide for loved ones

Maryland residents may know that deciding on how to distribute money from a trust seems like the most important consideration when putting a trust together. However, it is just as important to appoint trustees who will follow through with the grantor's wishes. After all, the  trustee is the one who actually implements the intentions of the grantor regarding the trust.

The trustee has a great deal of responsibility. It requires sound judgment, technical skills, integrity, objectivity and discretion. The trustee must also be able to successfully deal with family members who are involved in the trust. He or she will have to follow the trust's directives concerning to whom, when and how the trust is to be distributed.

Trusts deal with two types of beneficiaries. The first type, called current beneficiaries, are entitled to the assets immediately. The second type, called remainder beneficiaries, does not receive any distributions until some named point in the future.

Some special types of trusts may need trustees who have particular qualities. For example, marital trusts will minimize estate taxes and can provide for the financial needs of a surviving spouse. Special needs trusts can be set up to maximize outside resources and supplemental benefits for a disabled individual. These types of trusts may need people who are also qualified to manage them, such as someone who understands the outside resources for which disabled individuals are eligible.

Those who are considering creating a trust for their loved ones may seek the advice of an estate planning attorney. The lawyer's experience could be crucial in ensuring that all available opportunities are realized.  Maryland residents that seek to minimize tax consequences and/or avoid probate proceedings may benefit from investigating the advantages of this estate planning option.

Source:, "Trustee Selection: A Matter of Trust", July 15, 2015

No Comments

Leave a comment
Comment Information
  • Best Of The Best The Frederick News Post
  • Bar Association Of Frederick County, Maryland
  • NAELA National Academy Of Elder Law Attorneys, Inc.
  • Maryland State Bar Association Inc.
  • Washington County Bar Association , DC Bar
  • Law Offices of Scott Alan Morrison is a BBB Accredited Lawyer in Frederick, MD
Form Submit Button

Schedule Your Free Consultation Today

For more information and a free consultation with a Maryland estate planning attorney, call us at 301-694-6262 or fill out the form below. We provide clients with the estate services they need.

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

We have offices in Frederick and Maryland, to serve you.

Evening, weekend and off-site appointments are available upon request. Free parking is available at our Frederick office.

Our office will follow the same closing & delays as Frederick County Public Schools for both offices due to inclement weather.

The Law Offices of Scott Alan Morrison, P.A.
141 W Patrick Street
Suite 300
Frederick, MD 21701

Toll Free: 866-220-5185
Phone: 301-694-6262
Fax: 301-668-8884
Map & Directions
Frederick Law Office Map

Contact This Office Contact This Office