20. When to Turn to a Corporate Trustee w/ Beth Owens

Feb 1, 2023

When a trust with significant assets is left to loved ones, things can get tricky and conflict can arise. Especially when the trustee is part of the family or the assets are complex. A corporate trustee could be the solution to this potentially explosive situation.

Beth Owens is a Trust Officer at American National Bank & Trust, and an expert on the role a corporate trustee can play and how they can work to make complex and high-value easier to manage.

Beth explains the best time to consider bringing in a corporate trustee, the situations they work best in, and the myriad ways they work with both beneficiaries and other advisors to make these trusts easier to manage.

Contact Beth via email at [e-mail] or on LinkedIn at https://www.linkedin.com/in/beth-hearn-owens-77216610/.

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Contact John at [e-mail] or via social. Visit https://www.strohmeyerlaw.com/houston-professional-advisors for more info about how John works with advisors like you.