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Thanks all. Terry_w - thanks for the link, I had read that, great resource you have made available to us. Also read latest ed. of Renton's book, CPA guide to trust accounting, etc. From pg 18/19 of your book, it seems to describe a similar trustee transition to that I propose and I have not...

Thank you all for the replies, some good points. However, I probably jumped into a specific question without providing needed context - sorry. Where I am at is really evaluating the cost/benefit of setting up a trust. I'll be putting $100k initially and the amount will grow relatively...

Hi all, I'm setting up a Family Trust which will hold a share portfolio and later investment property. Early on, the benefits of the trust will be smaller and asset protection issues lesser. Later these become important, but for now I mainly want to set it up right, start accumulating assets...