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.
- The Importance of Having an Estate Plan - February 2, 2023
- Tax Planning for 2023 - January 26, 2023
- Tis the Season for Giving - January 19, 2023