Podcasts / A Matter of Trust

Episode 3 – Selecting An Estate Executor or Successor Trustee

Peter Mallouk and his guests, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of executor and successor trustee in estate planning. They review how the choice you make can impact the legacy you leave in ways you can’t imagine. Listen in as we explore these topics in the latest podcast episode.

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

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PETER MALLOUKPRESIDENT, CREATIVE PLANNING