Considerations in Selecting a Trustee with Succession Planning

Selecting a trustee is one of the most consequential decisions a family or business owner will make, particularly when significant assets, land, or multi-generational interests are involved.  This discussion will address key considerations in choosing the right trustee- balancing experience, independence, and continuity- while highlighting how trustee selection often becomes a critical crossroads in succession planning.  Attendees will gain insight into how thoughtful planning today helps preserve family legacy, protect beneficiaries, and ensure a smooth transition across generations.