Year-End Estate Planning: A Trustee Alternative Solution

As your clients frantically implement trust planning that you’ve recommended all year, the greatest hurdle may be the selection of a trustee.

We are happy to help solve that dilemma by offering individual professional trustee services as an alternative to a family member or bank/corporate trustee.

With over 30 years of experience managing trusts from the corporate trustee perspective, Theresa Hughes is now offering personal trustee services as an individual.  Most asset types are accepted, and she can provide timely, reliable services during this busy time of year.

Please call her at 302-224-5168 or e-mail her at for an initial consultation.

Santora CPA Group
Call us 302-737-6200