Risk Mitigation Strategies for the Successor Trustee

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Risk Mitigation Strategies for the Successor Trustee

Trusts and Estates Quarterly; Vol. 30, Issue 2 (2024)

Credit(s):

1 Self-Study Credit
1 Legal Specialization in Estate Planning; Trust & Probate Law

Course Number:

TE_Vol30_Issue2_3_2024

Access:

Available for 3 months after Registration

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This product is Passport Eligible

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Category: Trusts & Estates

Category: Trusts & Estates (show less)

It is hard to be a successor trustee.01 The common preference of most settlors is to name a non-professional—typically a family member—who is trusted by the settlors and familiar with their family dynamics, desires, and goals.

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