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OCTOBER 26, 2021

Running an irrevocable trust like a business - Video

Irrevocable trusts are helpful for individuals and families to meet their wealth planning objectives. But trusts require significant oversight. It can be helpful to think of a trust like a small business. Like a business, it’s important to assemble a team of advisors—including an attorney, CPA and private banker—to make sure your trust is properly managed.

Click on the image below to watch and learn more from Joel Schoenmeyer, national head of estate settlement services at BMO Wealth Management.

 

Image with copy 'Running an irrevocable trust like a business' that links to video 

 

 

joel-schoenmeyer
Joel Schoenmeyer
National Head - Estate Settlement Services
BMO Wealth Management
As the head of BMO’s Estate Settlement group, Joel leads two teams: …
As the head of BMO’s Estate Settlement group, Joel leads two teams: a post-death team that settles estates and trusts …
As the head of BMO’s Estate Settlement group, Joel leads two teams: a post-death team that settles estates and trusts for deceased clients, and a guardianship team that…