Independent Trustee: Should you have one for your Living Trust? episode artwork

EPISODE · Jun 3, 2025 · 55 MIN

Independent Trustee: Should you have one for your Living Trust?

from Savvy Estate Planning

Should you use a trustee that isn't a family member? There are major income tax and asset protection benefits from having an independent trustee! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for help with estate planning, independent trustees, and tax planning! Do you have a high net worth and want a reliable trustee with accountability and financial oversight? Join CunninghamLegal and Premier Trust for an insightful webinar on estate planning! Discover the essentials of trusts, trustees, and how independent trust companies can help you secure your legacy. Learn about the benefits of using an independent trustee, including objectivity, expertise, and reduced family conflict, as well as the types of trusts Premier Trust administers and real-life case studies. This is a must-attend event for anyone looking to protect their assets and carry out their wishes. Don’t miss out on practical tips! 👉 Contact https://www.premiertrust.com/ for independent trustee services! 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/c/CunninghamLegal?sub_confirmation=1 CONTACT us at https://www.cunninghamlegal.com/california-law-offices/contact/ to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

Episode metadata supplied by the publisher feed · Published Jun 3, 2025

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Independent Trustee: Should you have one for your Living Trust?

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This episode was published on June 3, 2025.

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