How to Choose a Trustee for a Settlement Protection Trust or a Special Needs Trust?

When we work with a client to set up a settlement trust, one of the most important decisions we make with the client is helping them choose the trustee of the trust.

In this episode, Greg Maxwell discusses the two most common trustee options, outlines the important differences between the two, and gives some guidance on what we typically recommend.

Contact Greg Maxwell at (801) 683-7362 or at [email protected] if you have any questions about this podcast episode.

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