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Gene R Boykin Jr. on Instagram: "A licensed attorney @edwardcollins_upleveled said you cannot be the trustee and beneficiary of your trust — and that courts will automatically call it a “sham.” That’s simply not true. Black-letter trust law is clear: You may be the settlor, trustee, and a beneficiary of your trust. The rule is not “you can’t.” The rule is merger — and merger is avoided as long as the trustee owes fiduciary duties to someone else. In plain English: 👉 Name a successor beneficiary
2:59
Gene R Boykin Jr. on Instagram: "A licensed attorney @edwardcollins_upleveled said you cannot be the trustee and beneficiary of your trust — and that courts will automatically call it a “sham.” That’s simply not true. Black-letter trust law is clear: You may be the settlor, trustee, and a beneficiary of your trust. The rule is not “you can’t.” The rule is merger — and merger is avoided as long as the trustee owes fiduciary duties to someone else. In plain English: 👉 Name a successor beneficiary
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