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Ocean Estate Law | Jennifer Elliott and her guest Kenneth E. Petersen, Jr., Esq the Senior VP, Business Development Officer at First American Trust, FSB
Jennifer Elliott of Ocean Estate Law discusses trust administration varies with Kenneth E. Petersen, Jr., Esq the Senior VP, Business Development Officer at First American Trust, FSB. Ken Petersen has been with First American Trust for the past 20 years, where he specializes in advising high-net-worth individuals and families on estate planning matters and crafting customized plans in the areas of investment management and wealth advisory/trust planning.
Jennifer and Ken talk about trust administration and how they vary between a short, simple process to a long, complex process. The trustee has to understand their obligations to make sure that he or she is functioning legally within California statutes and the trust's instructions.
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By Jennifer ElliottJennifer Elliott of Ocean Estate Law discusses trust administration varies with Kenneth E. Petersen, Jr., Esq the Senior VP, Business Development Officer at First American Trust, FSB. Ken Petersen has been with First American Trust for the past 20 years, where he specializes in advising high-net-worth individuals and families on estate planning matters and crafting customized plans in the areas of investment management and wealth advisory/trust planning.
Jennifer and Ken talk about trust administration and how they vary between a short, simple process to a long, complex process. The trustee has to understand their obligations to make sure that he or she is functioning legally within California statutes and the trust's instructions.