Second Half of Life Podcast

Managing a Trust After it is Set Up

Steinbacher, Goodall & Yurchak Season 1 Episode 24

In this brief clip from our Wine & Wills Virtual Happy Hour held on July 21, 2020, Attorney Landon Hodges and Long-Term Care Planner Kristin Daugherty talk about managing a trust after it is initially established. He discusses the payment that can be made to a trustee, or trust manager, how that can be either a family member or organization, such as a bank or other financial institution like a credit union, gifting from a trust, and administering it after the trust grantor has passed away.