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San Diego Estate Planning: How to Choose a Trustee?

By Kristina R Haymes

From the desk of Del Mar Estate Planning Attorney, Kristina Haymes (serving California) Sam and Sally of Rancho Santa Fe, California are setting up an Estate Plan and the first question they have is, ” how do we choose the right trustee to manage our living trust?” I am glad they asked and you may also be asking this question… How do we choose?  What does a trustee do? Should I have a family member or a professional fiduciary?  Should it be the same person as my guardians? Many of the answers to these questions will depend on your specific situation and your potential trustees, but here is some additional food for thought… One of the most important, and sometimes difficult, decisions you will make in setting up your estate plan is the choice of trustee...continue to full post

Full post as published by Mediation Marketing Tips on November 19, 2010 (boomark / email).