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Talk of The Villages Florida - Rentals, Entertainment & More
Talk of The Villages Florida - Rentals, Entertainment & More
Talk of The Villages Florida - Rentals, Entertainment & More
Talk of The Villages Florida - Rentals, Entertainment & More
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#1
07-16-2025, 10:16 AM
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Suggestions for a trustee close to The Villages
We are in the process of finding a trustee, possibly a corporate trustee. Can anyone make suggestions of a trustee close to TV?
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#2
07-16-2025, 10:55 AM
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I think that any bank or large attorney firms will be happy to serve as a trustee, but I wouldn't recommend hiring any trustee who you don't personally know and trust. Their fees will be extremely high. A close friend or relative would be much better to serve as a trustee. When I had my will prepared, my estate attorney told me that most professional trustees will not agree to make decisions for someone who is mentally incapacitated because of the liability.
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#4
07-16-2025, 01:30 PM
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May I recommend this video re: corporate trustees by local trust and estate attorney Amy Pittman?
https://www.youtube.com/watch?v=Ydmtk6nUBX4
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Chino 1960's to 1976, Torrance, CA 1976-1983, 87-91, 94-98 / Frederick Co., MD 1983-1987/ Valencia, CA 1991-1994/ Brea, CA 1998-2002/ Dana Point, CA 2002-2019/ Knoxville, TN 2019-Current/ FL 2022-Current |
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