What Is A Professional Trustee – And Who Needs One Anyway?

August 16, 2023
Slide with the title What is a Professional Trustee - and Who Needs One Anyway? featuring an image of a woman with brown hair. Below is text: Abbey Flaum, J.D., LL.M. Managing Director - Family Wealth Strategist, Homrich Berg Wealth Management.

Are you having a hard time determining who should be your trustee? Or do you not have the right person to fill those shoes? In this short video, Abbey Flaum explains what a professional trustee is and who may need one.

For more information reach out to your client service team or call 404.264.1400.

Watch here: https://youtu.be/i4Bfi5HCj-U?si=BT1KY_IYCWHV7vgW

Abbey Flaum

Abbey Flaum, J.D., LL.M.

Principal & Family Wealth Strategist

Abbey joined Homrich Berg after 16 years of law practice devoted to estate, gift and charitable planning, probate, trust and estate administration, pre/post-marital planning and business succession planning. As a Principal in the HB Family Office Division, Managing Director - Family Wealth Strategist for Homrich Berg, Abbey serves as our Family Wealth Strategist applying the company's holistic approach to each client's planning, and she provides clients with ongoing, personalized guidance on tax-efficient wealth, business and estate planning strategies.

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