Whether you are selecting a Trustee for a trust that is currently established or for a trust that will spring to life upon a certain event such as your death, you have many choices when it comes to selecting a Trustee. You can choose an individual such as a friend or family member to be the trustee or you can choose a corporate trustee. Every situation is different and there are no easy template answers. Below is a PDF of a blog written by a corporate trustee that does a good job listing the items to be considered before selecting a Trustee. If you would like to discuss this topic further or would like our recommendations of a corporate trustees, please contact a member of our firm.
