The CPA’s Introduction to Serving as a Trustee

By Josh Yager and Ryan Wolfshorndl, Anodos Advisors

So, you're a CPA and a trustee. You said "Yes" when your client asked, "Will you serve as my successor trustee?" We don’t need to belabor why you said yes, or whether you regret saying yes, or if your partners are happy about your decision. What's done is done. You said, "Yes, I will be your successor trustee and care for your widowed wife and orphaned children."

Pages

Latest Articles