How to Choose a Trustee for a Settlement Protection Trust or a Special Needs Trust? Settlement Planning Tips for Personal Injury Attorneys
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- Education
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 Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
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 Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.
— Join the Personal Injury Attorney Facebook Group —
Join our Facebook group to connect with attorneys nationwide and learn how to grow, improve, and streamline your practice.
Click here to join: https://amicus.llc/Attorney-Group
— YouTube Content —
To view our Settlement Planning Quick Tip series, visit: https://amicus.llc/QuickTip
You can subscribe to the Amicus Settlement Planners YouTube channel by clicking here: https://amicus.llc/You-Tube
— Contact Amicus —
Website: https://www.AmicusPlanners.com/
Email: Contact@AmicusPlanners.com
Phone: (801) 683-7362
— Follow us on Social Media —
Twitter: https://amicus.llc/Amicus-Twitter
Facebook: https://amicus.llc/FB-Page
YouTube: https://amicus.llc/You-Tube
LinkedIn: https://amicus.llc/Linked-In
— Blog Content —
To read our latest articles and see our latest settlement-related content, visit the Amicus Settlement Planners blog: https://amicus.llc/Articles
4 min