The Blum Firm attorneys Keith Morris and Stacy Kelly have released the next episode of their “Before You Go…” podcast. In this episode, Stacy and Keith are joined by Beth Owens, Trust Officer at American National Bank & Trust.
The trio dive deep into the role of a trustee, discussing their responsibilities and how they can manage a trust effectively. Tune in to hear Beth’s insightful observations about corporate trustees and their ability to manage complex situations. The conversation also discusses the importance of keeping accurate records, the necessity of clear communication with beneficiaries, protection of beneficiaries from scammers, and the benefits of appointing a co-trustee or corporate trustee as agent.
Check it out here on Youtube.