The Importance of Neutrality: What is a Successor Trustee?

San Diego County Real Estate Broker Michael Gaddis, J.D. recently interviewed Patricia A. Hodgkin, Vice President & Wealth Management Advisor for First American Trust® on “The Michael Gaddis Show” on KCBQ AM 1170 The Answer.  The interview consisted of 3 radio segments roughly 12 minutes each in length.  During this first segment Patricia Hodgkin describes what a “Successor Trustee” is and why they are an important component of estate planning.  In a nutshell, when someone establishes a trust for their assets, they are able Click for More →