Pen to Paper to Execution - Part 1


Manage episode 293510332 series 2851962
By California Lawyers Association - Trusts & Estates and California Lawyers Association - Trusts. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Our guests for this episode are Bryan Kirk of Fiduciary Trust International and Daniel Lorenzen of Fox Rothschild, LLP. We discuss issues that arise when trust companies administer trusts from a drafting attorney’s point of view and a trust company’s point of view. This is a two-part series. In the first episode, we discuss the need for a corporate trustee, certain discretionary language and how a corporate trustee may feel about holding certain types of assets. In the second episode, we review specific distribution provisions and issues that may arise through the lens of a corporate trustee.

About Our Guests:

Daniel Lorenzen is a partner in the California offices of Fox Rothschild, LLP, and has been practicing in the trusts and estates field for 18 years. He is a graduate of the University of Michigan law school. He can be reached at:

Bryan Kirk is Director of Estate and Financial Planning for Fiduciary Trust International. He is a Certified Specialist in Estate Planning, Trusts and Probate, and a graduate of UC Berkeley School of Law. He can be reached at:

About Our Host:
Host Anna Soliman is Trust Counsel and Managing Director for Fiduciary Trust International of California out of the Los Angeles Office. Prior to joining Fiduciary Trust International, Anna was an estate tax attorney for the Internal Revenue Service and also worked in private practice, specializing in estate planning and trust administration for ultrahigh net worth individuals. She is also a TEXCOM member and is involved with the Fiduciary Income Tax Section of the American Bar Association.

13 episodes