Wealth Is In The Details Podcast

Wealth Is In The Details Podcast


Trust Funds and Trustees Lessons with Christopher Holtby (Ep. 75)

March 02, 2022

How well do you understand the process of developing a trust or designating a trustee to your retirement accounts?  In this episode, Peter Raskin speaks with Christopher Holtby, co-founder of Wealth Advisors Trust Company*. Christopher shares what a trust fund is, what a trustee is and the different types of trust fund accounts. He also … Continue reading Trust Funds and Trustees Lessons with Christopher Holtby (Ep. 75) →