Chambliss, Bahner & Stophel, P.C. has made available for download his article, “6 Things to Ask Before Agreeing to Be a Trustee,” published on JDSUPRA. The abstract begins as follows:
Being asked to serve as the trustee of the trust of a family member is a great honor. It means that the family member trusts your judgment and is willing to put the welfare of the beneficiary or beneficiaries in your hands. But being a trustee is also a great responsibility. You need to go into it with your eyes wide open. Here are six questions to ask before saying “yes”:
Posted by Anthony Tran, Associate Editor, Wealth Strategies Journal
Wealth Strategies Journal 