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Posts tagged directed trusts.
By Keith Grissom on January 4, 2018 at 9:45 AM

A man and woman reviewing finances, writing on a pad of paper with a laptop in front of them.

It is common for clients to have established a long-lasting relationship with one or more investment advisors over their lifetime. This relationship is so strong that in their eventual demise, they would like for the advisor to continue to provide services for the client’s assets that may be held in trust for successive generations. However, at the same time, the client may recognize that the most appropriate person to make decisions with respect to distributions, and matters other than investment decisions, is a corporate trustee. Commonly, the investment advisor cannot serve as trustee even if naming an individual is desirable.

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