Sponsored by BOK Financial
When a grantor’s preferred advisor is hired by a trustee through delegation to manage assets in an irrevocable trust, their relationship with the trust beneficiary(s) is much different than the typical advisor-investor relationship. This article outlines the relationship impact, responsibilities, and risks that come into play.
BOK Financial® is a trademark of BOKF, NA. Member FDIC. Equal Housing Lender. © 2021 BOKF, NA.