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. This article provides a framework for clients considering naming an institutional trustee. Read on to learn more.
Latest posts by Richard Gershberg (see all)
- The Lessons from Lisa Marie - April 11, 2023
- The Not-So Transparent Corporate Transparency Act - April 4, 2023
- What Happens When You Don’t Trust Your Trustee – Part II - March 28, 2023