New Client Center!

We've launched our new personalized Client Center. Credentials will be provided by your Sand Hill Team.

The Flexibility of the California Uniform Directed Trust Act

The need to identify an individual or group of individuals to step in down the road as your successor trustee can be a daunting exercise. Some clients prefer to name a private fiduciary or corporate trustee in the place of a family member or friend for these reasons:  • Appointing a corporate trustee alleviates family … Continued