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.
- Declare Your Independence From Intestacy - July 22, 2026
- Still Fighting: The Estate Planning Legacy of Shannen Doherty - July 8, 2026
- Spring Summit 2026: Laissez Les Bons Temps Rouler - June 3, 2026
