『The Role of Professional Trustees vs Family Members』のカバーアート

The Role of Professional Trustees vs Family Members

The Role of Professional Trustees vs Family Members

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In episode 4, we examine one of the most important decisions in trust planning: who should serve as trustee. The episode explores the advantages and potential challenges of choosing a family member versus a professional trustee, including expertise, independence, cost, continuity, family dynamics, and the complexity of the trust and its assets. You'll also learn why trustee selection should be based on the responsibilities involved rather than simply choosing the person the client trusts most, and how financial advisors and other professionals can help clients evaluate whether their current and successor trustees remain appropriate. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861
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