SAMPLE Proposal Letter for a Trustee
As part of the governance support service we help our clients document the answers to these frequently asked questions:
-
What distribution rate is appropriate from the trust?
-
What level of liquidity should I have as a contingency for periods of economic recession?
-
Is the trust corpus adequately diversified?
-
If the trust is not diversified, is there a rational basis for the concentration in core legacy holdings?
-
Is the fee that I am charging as trustee fair?
-
If an investment advisor has been hired to manage a portion of the trust assets, how do I know they are doing a good job?
If you want to know more about the service, select the link below to see a draft Engagement Letter.
Download Resource
