Choosing the Right Trustee: Simplifying Family Legacies with Mike Sears скачать в хорошем качестве

Choosing the Right Trustee: Simplifying Family Legacies with Mike Sears

Exploring the Role of Professional Trustees in Preserving Family Harmony and Managing Trusts Effectively In this episode of the Smart Legacy Podcast, Glenn Stockton sits down with Mike Sears, Senior Trust Officer at BOK Financial, to discuss the critical role of trustees in estate planning. Together, they explore the differences between trustees and executors, the challenges family members face when serving as trustees, and when it makes sense to hire a professional trustee. Learn how professional trustees can help reduce family conflict, manage complex assets, and ensure your wishes are honored with clarity and care. Whether you're planning your estate or considering your options for trust management, this conversation is packed with valuable insights that will help you make the best decisions for your family’s future. For more information, you can contact: Michael K. Sears SVP, Senior Trust Officer Email: msears@bokf.com Phone: (913) 307-1657 BOK Financial Private Wealth 7101 College Blvd, Suite 1100, Overland Park, KS 66210