Who is a good choice for Trustee?

A trustee must be trustworthy, reasonable, well-organized, responsible, and must possess good listening skills. A trustee should also have either experience with investments, tax laws, legal issues and accounting, or access to those professionals who provide such expertise. Last but not least, the candidate must be able to get along with the beneficiaries of the trust and work with them effectively. In choosing a trustee, keep in mind that trustee duties may last over a long period of time.  You may have an individual trustee or a corporate trustee.
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We were very pleased with the level of expertise available at Davis Schilken. It enabled us to feel confident that we were presented all options. The process was efficient and allowed us to complete our estate planning effectively and efficiently. - W&L R.
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