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.
- Complete Asset List is the Starting Point - January 26, 2023
- What is a Lady Bird Deed? - January 25, 2023
- Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount - January 24, 2023