Selecting a corporate trustee is one of the most important (and often overlooked) decisions in trust planning. Theresa Clarke, along with Anna Méndez of Huntington National Bank, will present tools and information to assist clients beyond just fee schedules to evaluate what truly matters: expertise and performance, service model, flexibility/adaptability, and long-term fit. Attendees will walk away understanding what factors clients should consider and questions to ask when interviewing corporate trustees, as well as practical tips for individuals serving with corporate co-trustees. See the full conference two-day agenda and register to attend here.