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Dec 1, 2006 12:00 PM
Appreciating Individual Trustees
An individual relative or friend might be more appropriate to serve as a trustee than a professional. In praising corporate trustees, commentators have identified three areas in which they can excel: cost, competency and conflicts between generations.
But here's the rub: cost, competency and conflicts are not the right criteria to use when choosing between an individual and a professional trustee. Rather, the correct analysis looks at how well a candidate will fulfill the four jobs that a trustee has to do.
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| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
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