Webinar Recording Available: Key Things to Consider When Selecting Your Trustee

May 11, 2022
Webinar Recording Available: Key Things to Consider When Selecting Your Trustee

Given the important functions a trustee serves in the care and control of trust property and the relationship they have to beneficiaries of a trust, the selection of a trustee should not be taken lightly.

In this webinar recording, TDC Investment Advisory Family Wealth Strategist and Vice President of PandoTree Trust Company, Donald Scott, discusses the various roles a trustee fills, what options are available when selecting a trustee, what factors to consider, as well as the benefits and challenges of these various options.