Serving as Trustee of a Trust

Serving as Trustee of a Trust

Sequoia Investments and Insights

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Serving as trustee can cause anxiety because many individuals do not have much experience with it. Should they be anxious? The answer partly depends on the complexity of the trust and the assets it contains. Regardless, there are duties and potential risks that must be handled appropriately to protect both your trustee and the trust. Special Guest: Don Laubacher CFP®, CPA, AEP®.
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Serving as trustee can cause anxiety because many individuals do not have much experience with it. Should they be anxious? The answer partly depends on the complexity of the trust and the assets it contains. Regardless, there are duties and potential risks that must be handled appropriately to protect both your trustee and the trust. Special Guest: Don Laubacher CFP®, CPA, AEP®.
...Read Less