Working with an Independent Corporate Trustee

On Demand
Trusts can last for several generations, and there are numerous long-term considerations when naming a trustee. Determining who can oversee all the tasks of trust administration is critical to ensuring the trust functions in a way that best benefits the beneficiary(ies). Working with an independent corporate trustee provides the depth and expertise of a traditional corporate trustee while allowing for flexibility to work with the financial advisor of their choice.

This presentation will give advisors an understanding of what a trustee does, why a corporate can be preferable to an individual, and how partnering with an independent corporate trustee can help an advisor grow their business.

Learning Objectives
• The trustee’s role
• The trustee’s responsibilities
• Fiduciary requirements
• When to consider a corporate trustee