16 min listen
Trust Administration: Understanding the Option of a Corporate Trustee
FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Trust Administration: Understanding the Option of a Corporate Trustee
FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
ratings:
Length:
21 minutes
Released:
May 19, 2021
Format:
Podcast episode
Description
Tim Sugar, from Fiduciary Partners, joins Clint & Mitch in the booth to discuss corporate trustees. Many people (naturally) designate a family member as a trustee to administer a trust, not knowing that a corporate trustee was an option. Tim explains when it makes sense to entertain hiring a professional for trust administration and some of the pitfalls that can be avoided from doing so.
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Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message
Released:
May 19, 2021
Format:
Podcast episode
Titles in the series (100)
"Laying Up, in Golf & Investing" - Gimme Some Truth, Ep. 5 by Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals