Category Archives: Trustee

The Importance of a Successor Trustee

Successor Trustee

Unlike other estate planning options, an RLT grants the ability to maintain control and enjoy accounts and property during someone’s lifetime. What’s more, it maintains privacy relative to how to manage accounts and property.

Trustee Selection

Diagram of Settlor Beneficiary Trustee for RLT

Name someone to serve with you. This familiarizes your co-trustee with your trust. It also teaches your partner about the way you want the trust to operate. What’s more, it lets you evaluate your co-trustee’s abilities.