How We See It

What Does a trustee do?

by Mark Walling

Many wealth management plans are built around family trusts. Selecting the right trustee is a key element for success.

So you’ve decided on a trust plan. Perhaps it’s a trust for a surviving spouse, one that will qualify for the marital deduction, or a bypass trust, to bring a measure of control to the impact that death taxes could have on the family fortune. Maybe you’ve decided that a charitable trust is an excellent approach to meeting private and philanthropic financial goals, or you might simply be looking to take advantage of the many benefits of a living trust.

That decision leads to another equally important one. Who should be your trustee?

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