In the last alert, we reviewed the responsibilities of an executor. In this next introductory review, we will discuss the role of a trustee.
Before we define the role of a trustee, we must explain the definition of a...more
As part of the estate planning process, clients nominate trusted friends or family members (or sometimes, banks or other institutions, depending on the role) to serve key roles: Executor, Trustee, Guardian, Agent under a...more