FOX Trustees and Beneficiaries Workshop

Selecting the Right Trustee and Role of Trust Protectors within the Trust World

One of the most important decisions the grantor of a trust will make is picking the person or institution that will be in-charge of managing the trust’s assets and executing the fiduciary duties it requires. Building on the prior sessions, Jason Kohout and Stephanie Derks will review various trustee options, note the pros and cons of each option, and identify how to select the most qualified trustee for your family’s circumstances.

To view the webinar, click here.