In this episode of the Power of Planning podcast, Attorney Vanessa J. Skinner welcomes Laura Oleck Carras, a retired trust officer from Bank of America with nearly 30 years of trust administration experience, to talk about the role of the Corporate Trustee. They discuss when a Corporate Trustee is considered, the advantages and disadvantages of using a Corporate Trustee, and how a trust is administered when a Corporate Trustee is serving as the fiduciary.
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This podcast is designed to educate and empower listeners by offering a detailed discussion of the various legal considerations associated with the planning process for all different types of planning, including estate planning, government benefits planning, special needs planning, retirement benefits planning, asset protection planning, tax planning, charitable giving planning, Veterans benefits planning, and planning for lifetime incapacity.