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How to Appoint a Contingent Successor Trustee?
BenefitsLink Message BoardsLink to more items from this source
Aug. 19, 2021

"I have a client that wants to setup a successor trustee, just in case. But I don't see a provision to do so in the plan document. Is there something else that I can have signed, outside of the terms of the plan document, that authorizes and names a contingent successor trustee?"

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