Corporate Trustees with Special Guest, Christopher Holtby
About this episode
This episode explores the differences between corporate and individual trustees and their impact on financial planning with insights from guest Christopher Holtby.
Join Thomas Kopelman and Anne Rhodes as they welcome Christopher Holtby to the Practical Planner Podcast. This episode delves into the world of trustees, exploring the differences between corporate and individual trustees and their impact on financial planning. Christopher shares his expertise on the strategic importance of trustees in managing wealth, offering listeners a comprehensive understanding of trust dynamics. Whether you're an advisor or a beneficiary, this episode is packed with insights to help you navigate the complexities of trust management.
More episodes of The Practical Planner
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- The Top Reasons to Update Your Estate Plan
- Navigating Louisiana's Estate Planning Landscape
- Creating Liquidity at Death
- Capital Gains vs Estate Tax Planning
- Trust Distributions
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