Selecting a Trustee: Other Considerations

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.

Selecting a Trustee

About Steve Masterson

Court-appointed Trustee and Personal Representative, providing neutral, third-party, administration of Trusts and Estates; estate planning consultant to families, attorneys, and fiduciaries; and expert witness for trust and estate litigation matters. See my website at
This entry was posted in Duties of Trustee, Estate Planner, Estate Planning, fiduciary, Prudent Investor Rule, Trust, Trust Administration, trust beneficiary, trustee and tagged , , , , , , , , . Bookmark the permalink.

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