Foundational Estate Planning Series

Considerations When Selecting a Trustee

Guest: Sarah Duey
Sarah is an executive board member and past president of the Omaha Estate Planning Council and volunteers for the National Association of Estate Planners and Councils. Since law school, Sarah has been working in Omaha in trust services for two national banks and has completed 3 years of trust school.

September 28, 2021
How should you choose a Trustee for your estate plan? This week our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guest, Sarah Duey, Vice President of Trust Services at Carson Group discuss the many factors that should be considered in this important decision. What’s the role of a Trustee and does it vary based on the type of trust? Should a family member or friend be your Trustee? What type of skills does a Trustee need and what are some key questions to ask candidates? Choosing the wrong Trustee can have negative consequences on your estate plan so tune in to learn more about this topic.