“Thought for the Day” #677 – by Stephen R. Elville, J.D., LL.M.

March 2, 2016

The subject “How to be a Fiduciary” is one of the hottest topics in estate planning and elder law.  Some trustees prefer to go it alone or to employ only limited assistance.  For the trustees, or for those who simply want to have concentrated information at their disposal, a successor trustee manual is essential.  Ask your attorney or member of your advisory planning team about how to obtain a comprehensive successor trustee manual.