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Choosing a Trustee

November 30, 2020 · Colony Family Offices

Choosing a trustee and successor trustees may be among the most important decisions people make when they create a trust. Who they select depends on a variety of factors, including the purpose and complexity of the trust, how long it’s designed to last, and the trustee’s powers. Nearly three-quarters of households with more than a […]

Choosing a trustee and successor trustees may be among the most important decisions people make when they create a trust. Who they select depends on a variety of factors, including the purpose and complexity of the trust, how long it’s designed to last, and the trustee’s powers. Nearly three-quarters of households with more than a million dollars in investable assets have trusts. Click here to read further.

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Notes on the questions families are working through right now.

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