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Drafting Trust Agreements With a Corporate Trustee in Mind

Proactively reassess boilerplate language.

An elemental part of the trust creation process is selecting the trustee. Though many settlors initially consider appointing an individual, the benefits of a corporate trustee (CT) including significant experience, investment expertise, consistency, objectivity and a well-established back office to perform common administrative tasks are well known.1 Banks and trust companies have the financial stability to make a trust whole in the event of an error, whereas individual trustees


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