A Matter of Trust

The Role of a Testamentary Trustee


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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.
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A Matter of TrustBy Creative Planning, Peter Mallouk, Chrissy Knopke, Annie Rogers

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