Fiduciary Best Practices for an Individual Trustee

Agreeing to act as trustee is a major responsibility. Attorneys, accountants, and other trusted advisors are being asked with increasing frequency to serve as trustees for their clients’ trusts. Changes in technology, trust laws, and client preferences are driving this trend. It is easier than ever before to access information, many states have enacted favorable trust laws, and people are becoming more comfortable appointing individuals as trustees…

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About the Author:

Fran Hayes serves as the Senior Director of Strategic Relationships at Round Table Wealth Management. Read Fran's Biography >