Personal Trust October 2021 Newsletter

Dave Folz founded Trust Counselor LLC, a consultancy advising trustees, especially first-time trustees, on the scope of their duties and responsibilities. When Dave presents these ideas at conferences, he employs a checklist to organize the tasks as well as highlight just how diverse and extensive the duties of trusteeship are. This month’s Estate Planning Study, “Trustee Bootcamp,” is an abridged version of Dave’s visual aid for his talks, which is based upon Texas law. For the complete, latest version of the checklist, you may contact Dave at dave@trustcounselorllc.com.

This Study could be especially valuable to share with any of your clients who have agreed to become trustees.  When you or your clients are in need of fiduciary services, please keep TI-TRUST in mind.