The Power of Planning Podcast: A Closer Look at the Corporate Trustee

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.

LISTEN NOW: The Power of Planning Podcast

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.

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Vanessa Skinner, Esquire

Vanessa Skinner, a shareholder with the firm, practices in the areas of estate planning, special needs planning, elder law, and probate and trust administration and litigation. She is an accredited attorney for the preparation, presentation and prosecution of claims for veterans’ benefits before the Department of Veterans Affairs and a member of the Elder Law and Real Property, Probate and Trust Law Sections of The Florida Bar, and the Estate, Guardianship & Trust Committee of the Orange County Bar Association.

Latest posts by Vanessa Skinner, Esquire (see all)

• The Power of Planning Podcast: A Closer Look at the Corporate Trustee - November 22, 2024
• Rest In Peace - October 8, 2024
• Spotlight on Jonathan’s Landing – A Community for Adults with Autism - September 13, 2024