The Role of a Testamentary Trustee

Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of a testamentary trustee, and how it can differ from an executor or successor trustee. Though seemingly a no-brainer, choosing a family member is often ill-advised.  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