Establishing a trust is an important step in a family’s wealth and estate planning, but choosing the right person to oversee it can be just as important.
In this episode of The Business of Family, Tammy Buss welcomes back Jandy John, Senior Director at Concentra Trust, for a conversation about one of the most important decisions families face when establishing a trust: who should be the trustee?
Tammy and Jandy explore what a trustee actually does, the legal and fiduciary responsibilities involved, and how much discretion a trustee may have. They also discuss what qualities families should look for in a trustee, whether a family member is always the best choice, and the challenges that can arise when personal relationships and fiduciary responsibilities overlap.
If your family has a trust, or is considering establishing one, this conversation offers practical questions to consider before choosing the person responsible for carrying out your wishes.
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