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Updated over 4 years ago on . Most recent reply

Ryan Fox's profile image
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Ryan Fox
  • Investor
  • from NV and CA
  • Member since Feb 13, 2016
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Ryan Fox's profile image
Ryan Fox's profile image
Ryan Fox
  • Investor
  • from NV and CA
  • Member since Feb 13, 2016
Connect
Ryan Fox
  • Investor
  • NV and CA
175
Votes |
341
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Tax, SDIRAs & Cost Segregation

real estate savvy successor trustee

Ryan Fox
  • Investor
  • NV and CA
Posted

A colleague of mine is looking for a successor trustee for her trust (i.e., a trustee who would take over after she passes away) who is knowledgeable with managing rental property investments as well as a stock and bond portfolio.  Anyone have any recommendations? 

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    Lance Lvovsky
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    Lance Lvovsky
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    Lance Lvovsky
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    Lance Lvovsky
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    @Ryan Fox

    She would need either a corporate trustee who has the requisite expertise or a professional (attorney or CPA) who understands fiduciary duties and can oversee investment portfolio (but they generally would still retain an investment advisor for the liquid investments).

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