If a client’s Estate Plan involves a revocable trust, then the client needs to decide who will serve as trustee after the client dies. Sometimes, clients have several undesirable options if they want to name an individual and they consider naming an institution to serve as trustee. This article provides a framework for clients considering naming an institutional trustee. Read on to learn more.
Latest posts by Yvonne Novak (see all)
- Can a Trust Provide Incremental Distributions? - August 18, 2026
- Are DIY Estate Planning Forms Sufficient? - August 11, 2026
- Elder Law and Alzheimer’s Planning: What Happens If Mom Has No Power of Attorney? - June 24, 2026




