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Fiduciary Day - What is a Trustee, a Guardian, and a Conservator?
Manage episode 311649217 series 3162488
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Live caller, Larry, calls with a question about his buddy Bob who has Parkinson’s disease. Bob signed over Successor Trusteeship to Larry and he want to know how to handle it.
Second half of the show, GQ discusses using private (ie., family member or friend) as Successor Trustee vs. using a Professional fiduciary.
Advantages
Disadvantages
GQ preference? is to have the personal touch.
Phone caller Laurie, has a trust that needs updating.
6 episodes
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