Chambliss, Bahner & Stophel, P.C.: 6 Things to Ask Before Agreeing to Be a Trustee (August 20, 2021)

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”:

Click here to view Chambliss, Bahner & Stophel, P.C.’s summary of “6 Things to Ask Before Agreeing to Be a Trustee”

Posted by Anthony Tran, Associate Editor, Wealth Strategies Journal

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s