About Marcia Paltenstein

Marcia Paltenstein is a Senior Director, Wealth Advisor at Round Table Wealth Management. Read Marcia's Biography >

What is a Trustee?

A trustee is a person (or company) who has been entrusted by the grantor (the person who created the trust) to carry out the terms of the trust on behalf of the beneficiary. For legal purposes, the trustee is [...]

By |2019-07-15T19:05:48+00:00December 1st, 2018|Blog|Comments Off on What is a Trustee?

Serving as a Trustee – What to Know

With a growing number of trusts being created every year in the United States, the possibility that you may be named as a trustee may also be increasing. Maybe you were chosen by a sibling, a parent, a colleague [...]

By |2019-07-15T19:56:49+00:00February 1st, 2017|Whitepapers|Comments Off on Serving as a Trustee – What to Know