So you’ve been named trustee, now what?
Best Practices, Events, Additional Resources Susan Brooksbank Best Practices, Events, Additional Resources Susan Brooksbank

So you’ve been named trustee, now what?

Most of those thrust into the role of trustee, conservator, or guardian aren’t professional fiduciaries trained in the intricacies of trust and estate management. They are sons and daughters, siblings, parents, cousins, or loyal friends who are viewed as responsible, organized, and ethical. But being a trustee is a complicated occupation, and to be very clear, it is a full time occupation. Managing an estate is highly complex, with a lot of moving parts. It has strict legal requirements, which if not followed can lead to personal consequences for the trustee/administrator.

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The Keys To Your Legacy - Podcast!
Recipe Susan Brooksbank Recipe Susan Brooksbank

The Keys To Your Legacy - Podcast!

Keyes To Your Legacy - a podcast! Susan joins estate planning attorney and host Elijah Keyes to discuss the benefits and challenges of being a professional fiduciary along with the importance of retaining fiduciary accounting services, such as the ones she provides

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