Integrating the roles of the attorney and trust officer.

Attorneys who are trust officers have skills which are specially suited to achieve clients' wishes. Duties specific to trust administration can be carried out with the aid of attorneys' training and ethical duties. Attorneys with such experience who are acting as attorneys may serve clients needs well by their ability to cooperate with trust officers in stages of estate planning which include implementation, monitoring, client death, and estate settlement or trust termination.
The attorney and trust administrator must cooperate for the best possible results for their mutual clients Having served as head of a bank trust department for a number of t [...]