GQ on the Law

Fiduciary Day - What is a Trustee, a Guardian, and a Conservator?


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Live caller, Larry, calls with a question about his buddy Bob who has Parkinson’s disease. Bob signed over Successor Trusteeship to Larry and he want to know how to handle it.  

Second half of the show, GQ discusses using private (ie., family member or friend) as Successor Trustee vs. using a Professional fiduciary. 

Advantages

Disadvantages 

GQ preference? is to have the personal touch.

Phone caller Laurie, has a trust that needs updating.


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GQ on the LawBy Gary Quackenbush


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