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Trust Administration: Understanding the Option of a Corporate Trustee

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)

In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life. Disclosure: walknercondon.com/podcast