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.
With more than 30 years’ experience in private practice, Mark Costley has helped hundreds of North Carolinians with estate planning, living trusts, financial law, probate, and trust administration. Mark’s work involves elements of teaching, strategic analysis and planning, documentation, and assisting clients in implementing their plans Read More!
Latest posts by Mark Costley (see all)
- How to Protect Older Loved Ones from Financial Exploitation - October 28, 2024
- How to File a Creditor Claim in North Carolina: A Guide to Recovering Debt from an Estate - September 26, 2024
- Naming a Guardian for Your Minor Children in Your Estate Plan - August 8, 2024
