
Choosing Trustees with Care and Wisdom - Keith Whitaker and Kim Kamin
Wealth of Wisdom
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Choosing the Right Trustee
This chapter delves into the intricacies of selecting a trustee for a family trust, highlighting the essential roles they play in investment, administration, and distribution. It emphasizes the importance of good judgment, communication, and flexibility, exploring various options from family members to corporate trustees while also addressing common misconceptions. Listeners are guided through the considerations necessary for making informed decisions that adapt to evolving family dynamics.
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