Topics covered include: 

• What are the core roles in a trust? 
• Shall I choose individual trustee or corporate trustee? What are the pros and cons? 
• Do I need trust protector and co-trustee? 
• Best practices in trustee selection. 

This material was created for educational and informational purposes only and is not intended as tax, legal or investment advice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither LPL Financial nor any of its representatives may give legal or tax advice.

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There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.