011: Trustee Selection Secrets: What Every Family Needs to Know Before Signing

Choosing the right trustee is one of the most important — and most overlooked — decisions in estate planning. In this episode, attorney Tom Moss breaks down what families need to know before naming a trustee, from red flags that signal the wrong choice to the "desired behaviors" clauses that can reduce family conflict before it starts. Tom also tackles the co-trustee question, the case for corporate trustees, and why "keeping things equal" isn't always the right approach. Whether a trust is already in place or just getting started, this episode offers a practical roadmap for making one of the most consequential decisions a family will face. In this episode, you will hear: Why "keeping things equal" can actually breach the peace Red flags that disqualify a trustee before they even start How "desired behaviors" clauses give trustees clear guidance When co-trustees are a blessing — and when they're a disaster Individual vs. corporate trustee and how to decide Why naming a non-citizen trustee can trigger serious tax consequences The overlooked burden placed on trustees — and why availability matters as much as ability Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.