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 trustees ...

All Access Premium Subscription

Your subscription will include 12 months of Trusts & Estates magazine, access to premium content on WealthManagement.com, and Trusts & Estates plus iPad app.

Already registered? here.