From Our “Ask a Question” mailbag: The Directed Trustee maybe the answer to your problem!
“I am considering setting up an Irrevocable Trust to hold assets for my children. But, I want my current wealth manager investing the trust property. Unfortunately, if I pick a corporate trustee, they will use their money manager. How do I force the corporate trustee to use my financial advisor?”
Peter Klenk is the founding member of Klenk Law, a seven-attorney boutique estate planning law firm. We serve clients in Pennsylvania and New Jersey. Peter Klenk received his Master’s in Taxation, LL.M., from NYU Law School and his J.D. from the University of Minnesota Law School. He served his country in the Navy JAGC during Desert Storm. Easy to talk to, feel free to call Peter for an appointment. We will make the process as easy as possible!
"I worked for Peter Klenk for 4 wonderful years. I can’t speak highly enough of everyone at the firm. Everyone truly cares about their clients and has a strong sense of responsibility to get things done right. I would highly recommend Klenk Law!"
Flora Novick
Jackie was fantastic! She helped prepare our will, her professionalism and organization was top notch! We highly recommend Jackie and Klenk Law.
I had a wonderful experience with Peter and his team preparing my estate documents. The experience was very personalized and his team was very knowledgeable, polite, and patient through the process.
Can't recommend Attorney Daniella Horn and paralegal Jackie Mettinger enough. They have been incredible to work with through the administration of my aunt's estate. They are knowledgable, patient, kind, and always quick to respond, and not to mention super affordable. Thank you so much for all of your hard work. I will definitely be recommending you to anyone who needs this type of help in the future.
Peter explains things in a practical way to help guide you through a rather daunting process. We have been using Klenk Law for years. Highly recommend.
My family and I was pleased with the service, and insight of Klenk Law. All of our questions and concerns were patiently answered. I will be referring this firm to many family and friends to assist with real estate planning etc. Thank Klenk Law
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