The Trustee’s Tale: What Corporate Fiduciaries Wish Drafting Attorneys Would Consider and Discuss with Their Clients
| Vice President, SWS Estate Advisory Specialist, Wells Fargo Private Bank
Danielle R. Louton
| Senior Vice President, and Senior Wealth Planning Strategist, Wells Fargo Private Bank
Elena V. Toulios
| Senior Vice President, and Senior Estate Advisory Specialist, Wells Fargo Private Bank
| Senior Vice President, and Senior Regional Fiduciary Manager, Wells Fargo Private Bank
Estate planning attorneys focus on achieving their client’s goals and objectives while minimizing income and transfer taxes. Emphasis is often on the initial planning and drafting of the client’s estate planning documents and not the ultimate implementation and administration of the client’s overall wealth plan. Sometimes the best intended plan can go awry due to the failure to consider various issues. Our discussion will focus on issues corporate fiduciaries wish estate planning attorneys would consider in advising clients and in drafting their documents.