We're Here to Help Guide You in the Process of Choosing a Trustee
Join Us For Our Annual Trustee School
February 6th, 10th, 20th & 24th
Our annual trustee school is ONLINE this year and we invite you to reserve a spot at our one-of-kind school. We'll be covering Foundational Course for Trustees & Executors, Role of a Trustee, Role of an Executor and Special Considerations for Trustees. Come join us from the comfort and safety of your home!
Selecting a trustee who can efficiently and professionally administer your trust upon your incapacity or death is one of the most important decisions you will make relating to your estate plan. Anderson, Dorn & Rader, Ltd. now offers comprehensive and professional trustee services through its Fiduciary Services Department.
What are the benefits of appointing AD&R as a trustee?
Choosing the right trustee to administer your trust and estate is an important and sometimes difficult decision. A trustee could be a family member, a close friend, or a professional corporate trustee. Please consider the following benefits for your trust and estate plan when selecting AD&R as successor trustee:
Stability — AD&R has the time and ability to administer all aspects of your trust for the entire duration of the trust. Continuity and consistency are critically important now and for generations to come.
Experience — AD&R has over 20 years of experience in trust administration, complex trust formation, advanced tax planning, and special needs trusts for loved ones with a disability.
Neutral and professional — A common misconception is that a family member or close friend is the best choice to serve as a trustee. AD&R can be a neutral decision-maker and make tough decisions regarding trust distributions. Family unity could be jeopardized by a family member serving in that capacity.
Comprehensive Services — A common misconception is that a family member or close friend is the best choice to serve as a trustee. AD&R can be a neutral decision-maker and make tough decisions regarding trust distributions. Family unity could be jeopardized by a family member serving in that capacity.
If you are interested in learning more about Trustee Services at our firm or have questions about the administration of your trust or estate, please contact our VP of Fiduciary Services, Ryan Gonda, at firstname.lastname@example.org or call (775) 823-9455 to set a free consultation.