{"id":6060,"date":"2021-11-16T10:00:11","date_gmt":"2021-11-16T10:00:11","guid":{"rendered":"https:\/\/www.francescopaese.it\/fiduciary-agreement-how-it-works\/"},"modified":"2025-10-07T15:12:43","modified_gmt":"2025-10-07T15:12:43","slug":"fiduciary-agreement-how-it-works","status":"publish","type":"post","link":"https:\/\/www.francescopaese.it\/en\/fiduciary-agreement-how-it-works\/","title":{"rendered":"Fiduciary Agreement: How it Works"},"content":{"rendered":"<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:1248px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:1.92%;--awb-margin-bottom-large:0px;--awb-spacing-left-large:1.92%;--awb-width-medium:100%;--awb-spacing-right-medium:1.92%;--awb-spacing-left-medium:1.92%;--awb-width-small:100%;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-1\"><p>A fiduciary agreement is a contractual tool designed to protect and financially support a person<br \/>with severe disabilities.<\/p>\n<p>Through this type of contract, a fiduciary settlor agrees with a fiduciary trustee to allocate their<br \/>assets for the benefit of one or more beneficiaries, following a precise program that the trustee<br \/>must adhere to.<\/p>\n<h2><strong>Advantages and Disadvantages when compared to a Trust<\/strong><\/h2>\n<p>Fiduciary agreements represent a valid alternative to trusts, standing out as flexible and easily<br \/>managed tools for asset management. This is particularly true if we consider that the assets in a<br \/>fiduciary agreement can be modified. It is the program &#8211; the specific activities and purposes for<br \/>which the assets are used &#8211; that remains legally binding. This provides the fiduciary trustee with<br \/>greater flexibility in their administration of the assets.<\/p>\n<h2><strong>How does the fiduciary agreement work?<\/strong><\/h2>\n<p>The fiduciary trustee receives a temporary right of ownership over the assets, which is separate<br \/>from their personal property, as it is held solely for the interest of the beneficiary.<\/p>\n<p>Beneficiaries can be physical people, even those not yet living \u2014 future grandchildren, for<br \/>instance \u2014 or legal entities, even if not yet established (for example, future charitable<br \/>organizations).<\/p>\n<p>Furthermore, beneficiaries can be divided into specific categories:<\/p>\n<p>Beneficiaries of the benefits, who receive the advantages derived from the entrusted<br \/>assets.<\/p>\n<p>Beneficiaries of the entrusted assets: These individuals are assigned the assets<br \/>during or at the end of the agreement.<\/p>\n<h2><strong>Advantages of a Fiduciary Agreement<\/strong><\/h2>\n<p>A fiduciary agreement contract offers three main advantages:<\/p>\n<p>It serves as a powerful tool for action because the assets are segregated without<br \/>limitations. This ensures the property cannot be diverted from its intended purpose.<\/p>\n<p>It acts as a self-protection mechanism, designed to guarantee the successful execution<br \/>of the designated program.<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":6059,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32],"tags":[],"class_list":["post-6060","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-financial-advice"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Fiduciary Agreement: How it Works - Francesco Paese<\/title>\n<meta name=\"description\" content=\"When we talk about trust we are referring to a tool capable of protecting and financially supporting a person (relative) with a disability.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.francescopaese.it\/en\/fiduciary-agreement-how-it-works\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Fiduciary Agreement: How it Works - Francesco Paese\" \/>\n<meta property=\"og:description\" content=\"When we talk about trust we are referring to a tool capable of protecting and financially supporting a person (relative) with a disability.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.francescopaese.it\/en\/fiduciary-agreement-how-it-works\/\" \/>\n<meta property=\"og:site_name\" content=\"Francesco Paese\" \/>\n<meta property=\"article:published_time\" content=\"2021-11-16T10:00:11+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-07T15:12:43+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.francescopaese.it\/wp-content\/uploads\/2021\/06\/affidamento-fiduciario.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1080\" \/>\n\t<meta property=\"og:image:height\" content=\"540\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Francesco Paese\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Francesco Paese\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.francescopaese.it\\\/en\\\/fiduciary-agreement-how-it-works\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.francescopaese.it\\\/en\\\/fiduciary-agreement-how-it-works\\\/\"},\"author\":{\"name\":\"Francesco Paese\",\"@id\":\"https:\\\/\\\/www.francescopaese.it\\\/#\\\/schema\\\/person\\\/da8bab95b1c1f40c012d7b7ff82ca65c\"},\"headline\":\"Fiduciary Agreement: How it Works\",\"datePublished\":\"2021-11-16T10:00:11+00:00\",\"dateModified\":\"2025-10-07T15:12:43+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.francescopaese.it\\\/en\\\/fiduciary-agreement-how-it-works\\\/\"},\"wordCount\":785,\"image\":{\"@id\":\"https:\\\/\\\/www.francescopaese.it\\\/en\\\/fiduciary-agreement-how-it-works\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.francescopaese.it\\\/wp-content\\\/uploads\\\/2021\\\/06\\\/affidamento-fiduciario.jpg\",\"articleSection\":[\"Financial advice\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.francescopaese.it\\\/en\\\/fiduciary-agreement-how-it-works\\\/\",\"url\":\"https:\\\/\\\/www.francescopaese.it\\\/en\\\/fiduciary-agreement-how-it-works\\\/\",\"name\":\"Fiduciary Agreement: How it Works - 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