Selecting the right fiduciary is as easy as ABC: Availability, Background, and Confidence.
If you have a living trust, you must name someone as a successor trustee—the person who can step into your shoes should you become incapacitated or pass away. It’s a big responsibility.
Estate planning attorneys Zakiya Norton and Somita Basu share important characteristics and/or skill sets that you should consider when selecting your trustee. They will discuss three main considerations to take into account to help make the process of trust administration—and ultimately fulfilling your wishes—as smooth as possible. Whether you have already named a successor trustee, or are still considering the decision, you won’t want to miss this helpful session.
Zakiya Norton and Somita Basu make up Norton Basu LLP. The firm focuses on estate planning and probate issues, providing real-world advice to clients in order to get results in the most practical way possible. As a minority women-owned law firm, Norton Basu is uniquely positioned to understand the cultural, financial, and legal needs of these communities throughout California and Nevada.