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real estate savvy successor trustee
A colleague of mine is looking for a successor trustee for her trust (i.e., a trustee who would take over after she passes away) who is knowledgeable with managing rental property investments as well as a stock and bond portfolio. Anyone have any recommendations?
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@Ryan Fox
She would need either a corporate trustee who has the requisite expertise or a professional (attorney or CPA) who understands fiduciary duties and can oversee investment portfolio (but they generally would still retain an investment advisor for the liquid investments).