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How To Select A Trustee

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Thomas Curtiss Jr.

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How To Select A Trustee

How should I select a trustee?

First and foremost, whoever is selecting the trustee should be comfortable with that selection. The client must trust the person he or she is selecting. Very often, clients will automatically name their spouse, their children, their eldest child, their youngest child, their accountant, and that person-as far as settling the trust, administering the trust, and dealing with family members-is wholly unqualified to do so. The result typically is that the settlement process is greatly increased in complication and cost. It is really important, as we see increasingly in our practice family members who are challenging trusts and the activities of their sibling trustee, that the selection of trustee by client be as well-considered as possible.

Thanks for watching our video How To Select A Trustee For more how to videos, expert advice, instructional tips, tricks, guides and tutorials on this subject, visit the topic Estates & Trusts.

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