Corporate and Independent Trustees

Some clients express interest in corporate or independent trustees serving as their successors in trusts they have or want to establish. In this podcast we discuss our experiences serving as a corporate trustee. We describe some of the services we offer as well as examples of the type of work we get into.

Today we are joined by friend of the firm, Bridget Swartz from Mission Management and Trust Co. Mission Management is a local corporate trust company that we deal with on a regular basis. We have nothing but positive things to say about Bridget and Mission Management!