[Fredslist] Corporate Trustees

[Lawrence Sprung]

Dear Tribe,

I am looking for some assistance.

I have a client that recently became trustee for a trust where her son and grandchildren are the ultimate beneficiaries.  As happens many times, this has caused an extreme strain on the parent-child relationship and the parent may be forced to resign as the custodian.  I am looking for some insight into naming a corporate trustee if she resigns.

Does anyone have any recommendations of Corporate Trustees?  Ultimately we would want someone that would allow us to remain as the investment manager for the funds.
Any positive or negative feedback on naming a Corporate Trustee?
Any feedback surrounding this would be greatly appreciated.

Regards,

Lawrence D. Sprung, CFP(r)
President
Mitlin Financial, Inc.
(631) 952-4466
www.mitlinfinancial.com<http://www.mitlinfinancial.com/>

Please visit my blog at www.lawrencesprung.com<http://www.lawrencesprung.com/>

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