FA Whitepapers

Whitepapers Archive  |  Market and Economic Outlook
 


January 2021   

 

“YOU’RE FIRED.”
 

Whether it’s by a successor trustee who won’t allow you to continue managing the family trust or by the grantor’s widow or other heirs who overwhelmingly replace the grantor’s preferred advisor, the result is the same. Learn how to mitigate these risks.