EP40: Trevor Youshak: Don't Delay: An Estate Attorney That Has Sat on Both Sides of the Table — Advisor and Father

Most people wait until a crisis to think about who should manage their money, and by then some of the best options may be harder to put in place. This episode breaks down why a corporate trustee might be the smartest name you never considered adding to your plan.   Justin Weidenfeld hosts this conversation with Trevor Youshak, J.D., LL.M., on The Currency of Grief. Trevor built his career as an estate attorney before moving to the other side of the table as a corporate fiduciary, where he now guides families through the probate process after a loss. He's a graduate of the University of Miami's Heckerling program in estate planning and has sat across the table from countless families at their hardest moments.   Trevor admits he used to warn clients away from naming a corporate trustee, calling it impersonal and expensive. Then he moved to the fiduciary side himself, and he explains exactly what changed his mind. He also breaks down the three lifetime documents everyone should have by eighteen, starting with power of attorney, and why waiting costs families far more than money.   Then he opens up about rewriting his own daughter's trust after her rare genetic mutation, building a path to a special needs trust that protects her future without anyone having to make that call under pressure.   Don't delay the conversation. Press play and find out who deserves a seat at the table before you need one.   Episode Breakdown: 00:00 Meet Trevor Youshak, Estate Attorney Turned Fiduciary 04:17 From Law Firm Attorney To Corporate Trustee 07:47 Why Sixty Percent Of Families Skip Estate Planning 09:47 Power Of Attorney And The HIPAA Gap 14:07 What Actually Happens In That First Meeting 19:41 The First Two Weeks After A Death 32:40 Testate Versus Intestate, Explained Simply 46:56 Why Trevor Changed His Mind On Corporate Trustees 53:59 Building A Convertible Trust For His Daughter 1:04:09 Don't Delay, One Step At A Time   Connect with Trevor Youshak: Connect with Trevor on LinkedIn Email Trevor at [email protected]    Connect with Justin Weidenfeld: Connect with Justin on LinkedIn Follow The Currency of Grief on LinkedIn  Follow The Currency of Grief on Instagram  Follow The Currency of Grief on TikTok  Subscribe to The Currency of Grief on YouTube Visit Justin’s website bio Podcast production and show notes provided by HiveCast.fm