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The Trustee Primer
- A Guide for Personal Trustees
- Narrated by: Edelen McWilliams
- Length: 1 hr and 14 mins
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The Trustee Primer
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Summary
An essential guidebook for individuals who have been named as trustee of personal trusts for family members or friends. Written by an expert who has more than two decades experience working with families to create, administer, and benefit from trusts, this primer is a "go to" resource for anyone who has been named as a trustee.
Key concepts are distilled to their essential elements. The tone is encouraging and easy to understand, while maintaining a sense of the seriousness, and importance, of the trustee's role. Also helpful for anyone setting up a trust as part of an estate plan or who is already a trust beneficiary.
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