One of the most consequential decisions (and often the last one) in estate planning is trustee selection. The trustee who seems like the most ideal choice at first glance may not necessarily have the diversity of subject matter expertise and oversight to allow for continuous, efficient, and robust administration. Learn about important considerations for trustee selection, the pros and cons of including a professional fiduciary in your estate plan, and how to counsel clients to make informed choices when crafting an estate plan and choosing a trustee.
Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard, Panel Moderator
Scott Nixon, Life’s Plan, Inc., Lisle
Hanny Pei-Rodriguez, VP and Senior Trust Advisor, Fifth Third Private Bank, Rosemont
Originally presented as part of the 4th Annual Special Needs Institute, available in its entirety as P9016-20U.