Choosing Trustees with Care and Wisdom - Keith Whitaker and Kim Kamin

Kim Kamin, a co-author and expert on trusts, shares her invaluable insights on selecting trustees that can make or break familial wealth management. She discusses the emotional and practical dynamics of choosing the right trustee, emphasizing good judgment, communication, and flexibility. The conversation explores how trust structures affect beneficiaries' independence and outlines the costs associated with different trustee types. Listeners gain a deeper understanding of how to navigate family dynamics while ensuring long-term wellbeing.