March 16, 2012
David First, Tax & Business Services Partner, Quoted in Wall Street Journal Article How to Make Sure You Don't End Up With Donor's Remorse
The Wall Street Journal
By Kelly Greene
Excerpt:
In the article, Mr. First said, “You also can form an investment committee and a distribution committee so that you aren’t leaving all decisions to a corporate trustee.”
Additionally, Mr. First said, “For the investment committee, you could appoint three different investment advisers (who could be replaced by the trust protector). The distribution committee could be a group of family members who work well together, almost like a board of directors.”
