How to Choose the Initial Trustee of Your Trust

How to Choose the Initial Trustee of Your Trust

Dec 10, 2024 | Insights

When you establish a trust, you nominate someone to be the trustee. If you are creating a revocable living trust, you will likely be the initial trustee. You will also want to name successors or backup trustees to step in and manage the trust’s affairs if you can no...
Working with Co-trustees: How You Can Help

Working with Co-trustees: How You Can Help

Apr 25, 2023 | Insights

When clients select a successor trustee for their trust, they frequently choose one person to serve as a successor trustee at a time. Many attorneys continue to recommend that only a single trustee be appointed to avoid the potential for disagreements or conflicts...