MTC Corporate Trustee One-Page Handout

Selecting a Successor Trustee can be a daunting task. When you establish your Revocable Trust, you may serve as the Trustee during your lifetime but you must name a Successor Trustee in the event of death or incapacity. When considering the options; there are three common choices: an individual/family member, an independent fiduciary, or a Corporate Trustee.

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MTC CDA Handout

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MTC Which Clients Can Benefit from Trusts Services Handout