If a client’s Estate Plan involves a revocable trust, then the client needs to decide who will serve as trustee after the client dies. Sometimes, clients have several undesirable options if they want to name an individual and they consider naming an institution to serve as trustee. Here is part three of this series of posts on the choosing a trustee, here addressing the framework for clients considering naming an institutional trustee. Read on to learn more.
Latest posts by Steve Hartnett (see all)
- The Joy in Joint Trusts - May 1, 2023
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- How Do I Trust Thee…Part II - August 9, 2022
