Gary D. Rothstein Presents For Bank of America Trust Services
Published: October 23, 2023
On October 18th, Weintraub shareholder Gary D. Rothstein presented Performing Due Diligence in New Trust Intake for Bank of America Trust Services, where he examined various types of provisions in a trust document to be reviewed by prospective trustees and discussed other factors worth considering, such as family/beneficiary factors, and problematic asset factors.