In this episode, Steve provides insights on selecting a trustee of an ongoing trust, who may be the beneficiary or a third-party trustee. Steve will explain the advantages and disadvantages of each option, in addition to the three categories of functions your chosen trustee will manage.<a href="https://media.mcguirewoods.com/events/2023/Once-Removed-Ep9.pdf" rel="noopener noreferrer" target="_blank">Read Summary & Transcript</a>

In this episode, Steve provides insights on selecting a trustee of an ongoing trust, who may be the beneficiary or a third-party trustee. Steve will explain the advantages and disadvantages of each option, in addition to the three categories of functions your chosen trustee will manage. Read Summary & Transcript

In this episode, Steve provides insights on selecting a trustee of an ongoing trust, who may be the beneficiary or a third-party trustee. Steve will explain the advantages and disadvantages of each option, in addition to the three categories of functions your chosen trustee will manage.<a href="https://media.mcguirewoods.com/events/2023/Once-Removed-Ep9.pdf" rel="noopener noreferrer">Read Summary &amp; Transcript</a>

Selecting the Right Trustee

McGuireWoods is thrilled to announce the launch of a new podcast hosted by Steve Murphy, chair of the firm’s private wealth services practice group. “Legacy Planning, Once Removed” explores estate planning and provides steps for the management of wealth throughout life and upon death. Steve showcases meaningful ways to pass wealth on to others and accomplish donors’ financial short- and long-term goals. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficiaries and charities. The key challenge of legacy planning lies in how to use wealth to help the next generation be productive and independent. Podcast topics focus on beneficiary designations and property ownership, estate and gift tax, and best practices for productive investment, wealth management and transfer of wealth.

Share Selecting the Right Trustee

Sign up to save your podcasts

Selecting the Right Trustee

Selecting the Right Trustee

More shows like Legacy Planning, Once Removed

The Clark Howard Podcast

Freakonomics Radio

The Joe Rogan Experience

The Daily

Up First from NPR

ACTEC Trust & Estate Talk

Estate Planning Strategies

The Journal.

Advisory Opinions

Shawn Ryan Show

All-In with Chamath, Jason, Sacks & Friedberg

The Rest Is History

The Tucker Carlson Show

The Good Whale