Corporate vs Personal Trustee: Why a Corporate Trustee is the Smarter Choice for Financial Advisors
Автор: Arden Trust Company
Загружено: 2025-04-29
Просмотров: 262
In the first episode of Arden Trust Takeaways, our executive team discusses why naming a corporate trustee is in the best interest of financial advisors and the clients they serve. Our experts share their experience and insights into how a corporate trustee makes it easier for financial advisors to retain assets as they transition to the next generation. They’ll also discuss how a corporate trustee will be able to protect the longevity of trust assets more effectively than an individual or family member.
0:00 – Why name a corporate trustee for estate settlement & multigenerational planning.
0:11 – Corporate Trustee vs. Individual Trustee
0:32 – The Hidden Burden on Individual Trustees
1:00 – Longevity & Objectivity
1:18 – Protecting Remainder Beneficiaries
1:53 – Statements, Accountings & Fee Transparency
2:46 – Access to Courts & Experts
3:14 – Complex Estates & Business Interests
4:06 – Plan Ahead for Emergencies
4:56 – Cleanup After Mismanagement (Case Study)
Доступные форматы для скачивания:
Скачать видео mp4
-
Информация по загрузке:
![Что такое трасты? [Объяснение трастов в Великобритании]](https://ricktube.ru/thumbnail/zuVOiiEJwLw/mqdefault.jpg)
