If a client is considering using a corporate trustee as a sole trustee, co-trustee or successor trustee, he'll probably want to interview several institutions — and his estate-planning lawyer should be intimately involved in this process. While these interviews traditionally have not been the province of estate-planning lawyers, they can contribute a great deal.
To help advisors get on the right track, therefore, here are 10 questions and 10 explanations of the answers
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