• Our Firm
  • Areas of Practice
    • Estate Planning
    • Probate & Trust Administration
    • Private Client Services
    • Corporate & Business Administration
    • Real Estate Services
  • Attorneys & Paralegals
    • Robin A. Lloyd, Sr., J.D.
    • Emily Helmick, Esq.
    • Brenda Lloyd, CP, FRP
    • Tiffany Coleman
  • News
  • Community
  • Contact

Call us 772-234-5500

Find us on Map
info@rlloydlaw.com
Robin Lloyd & Associates, P.A.Robin Lloyd & Associates, P.A.
Robin Lloyd & Associates, P.A.Robin Lloyd & Associates, P.A.
  • Our Firm
  • Areas of Practice
    • Estate Planning
    • Probate & Trust Administration
    • Private Client Services
    • Corporate & Business Administration
    • Real Estate Services
  • Attorneys & Paralegals
    • Robin A. Lloyd, Sr., J.D.
    • Emily Helmick, Esq.
    • Brenda Lloyd, CP, FRP
    • Tiffany Coleman
  • News
  • Community
  • Contact

How to choose the right Corporate Trustee

How to choose the right Corporate Trustee

August 31, 2021 Posted by RLA Uncategorized

Many clients select a Corporate Trustee to manage their Trusts, who will step in at the time they are most vulnerable and unable to adequately carry out their own Trustee duties, or after they pass, to manage the money for the next generation. There are of course, other situations that warrant a Corporate Trustee. Regardless, choosing the right Corporate Trustee is important. Some factors to consider are costs and fees, capability of impartiality and making difficult decisions, investment strategies, location and ease of accessibility, and types of services offered. It’s not unusual for clients to meet with several companies before deciding on a Corporate Trustee that will be best suited to meet your needs and the needs of your beneficiaries.

-Emily A. Helmick, Esq.

0
Share

You also might be interested in

Power of Attorney

Jul 13, 2021

A durable power of attorney is a document that allows[...]

Charitable Gift

Dec 8, 2020

Tis the Season! If you are considering making a charitable[...]

Trusts by Zachary Kleiman, Esquire

Sep 10, 2019

Did you know that there are two main categories of[...]

Leave a Reply

Your email is safe with us.
Cancel Reply

Contact Us

We're currently offline. Send us an email and we'll get back to you, asap.

Send Message
Let Us Consult You | Call 772.234.5500

Our Firm

Robin Lloyd & Associates, P.A. is an established firm handling the legal needs of Vero Beach since July of 1990. Robin A. Lloyd, Sr., a Vietnam War veteran, founded the Firm after practicing as a Partner in the Vero Beach office of a 55-laywer firm headquartered in West Palm Beach since 1974. The Firm represents many Clients, including high wealth individuals, and focuses on several different areas of law including, but not limited to: Estate Planning, Probate, Guardianship, Trust Administration, Real Estate, all areas of Taxation, and Business Law.

Contact Us

  • Robin Lloyd & Associates, PA
  • 5089 Highway AIA, Vero Beach, Florida 32963
  • 772.234.5500
  • info@rlloydlaw.com

Get Social

© 2022 · Robin Lloyd & Associates. Site by Squared Studios. | Privacy Policy

Prev Next