https://bottledbusinesssenseshow.com A successor trustee is tasked with managing the assets in your trust. This responsibility only kicks in, however, once you can no longer effectively serve as your own trustee. A successor trustee will eventually transfer your assets to your beneficiaries but must fulfill certain fiduciary duties before doing so.

 

Learn more on episode of the Bottled Business Sense Show.

 

https://www.avvo.com/legal-guides/ugc/duties-of-a-successor-trustee-following-the-death-of-the-settlor

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Bill Bernard – WFBLegalConsulting.com

bill@wfblegalconsulting.com

949.698.6222

 

Rick Moscoso – Captivate365.com

rick@captivate365.com

949.667.1182

 

The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.

 

WFB LEGAL CONSULTING–LAWYER FOR BUSINESS–A BEST ASSET PROTECTION Services Group