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)
- What Happens When You Don’t Trust Your Trustee – Part I - March 21, 2023
- What You Need to Know About SECURE Act 2.0 - March 14, 2023
- The Importance of Having an Estate Plan - January 18, 2023