What are the key characteristics I should consider in choosing a trustee?

This depends upon the type of trust involved and its purpose. The possible players are a family member, a friend, your accountant, your business partner or the trust department of an institution like a bank or other type of financial institution.

Catherine R. Mack

I am an estate planning and estate litigation attorney who has been practicing law for many years. Based in Bethesda, Maryland, I work with clients in Montgomery County and throughout Maryland, the District of Columbia, and Virginia. My practice focus is 1) estate planning (wills, trusts and ancillary documents), 2) probate (the publication and effectuation of a Will through the local court) and 3… Read More

What not to do when leaving a home to an heir - The Washington Post , Feb. 22, 2020

By Ilyce Glink and Samuel J. Tamkin Feb. 19, 2020 at 6:00 a.m. EST Q: I just read your column giving suggestions to an elderly mother who wanted to make sure her daughter received her home at death without probate. I’m a retired attorney, and I don’t know how many times I was asked the same question by clients over the years. There’s one thing that you didn’… Read More

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What are the key characteristics I should consider in choosing a trustee?

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