What criteria do you use to choose a fiduciary or to assist a client in choosing a fiduciary?
Many of us, particularly those of us who are professional advisors, are familiar with many of the legal, financial, and even risk considerations when choosing an appropriate Trustee. The author of the article to which I’ve linked below raises questions that probably should be part of the process of choosing a Trustee. In particular, these are questions which most corporate fiduciaries are ill-equipped to address; rather, with corporate fiduciaries it depends upon the approach of the individual trust officer.
Idaho Trustee 