Trusts & Estates

read
Trusts & Estates

The Case for the Independent Trustee

By: James Kalicki, J.D.

I find that once clients see the big picture, they are relieved and even excited to nominate an independent trustee to serve after the second death. The single greatest service we can do for our clients is to keep the family together after the death of the grantors. I encourage everyone reading this to consider recommending independent trustees to their clients when the time comes to administer their estates.


To read more about the case for an independent trustee, please complete the form below to access the full article.


Complete the form to get your free guide

Related Resources

EPAW Hero Image 2024
read
Trusts & Estates

2024 Estate Planning Awareness Week - Free Marketing Package

Get free access to the 2024 Estate Planning Awareness Week marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.

Learn More
240903 Industry Trends landing page banner DL
read
Trusts & Estates

2024 Estate Planning Industry Trends Report

Don't miss your chance to stay at the forefront of the estate planning industry. Download the full report for free by submitting the form on this page, and be well-prepared for current opportunities and challenges.

Learn More
Quarterly24 V18 3 teaser Issue3 1000x395
read
Trusts & Estates

WealthCounsel Quarterly, Volume 18, No. 3—Client-Focused Planning Considerations

This issue of the WealthCounsel Quarterly highlights some essential but often overlooked estate planning documents that young adults should have in place as they venture outside their parents' homes to establish independent lives, whether starting their first year of college or beginning careers.

Learn More

Get the Premier Magazine for Industry Thought Leaders