
In this discussion, Gannett Trust CIO Chris McDonagh will cover how a proposed fiduciary role is evaluated, what a workable administration process involves, and what information starts a conversation with Gannett. Feel free to attend with a current matter or to prepare for a future one—the last 15 minutes are reserved for open Q&A.
Evaluate.
A living client wants an irrevocable or tax-planning trust to retain bitcoin. What has to be evaluated before a proposed fiduciary can accept the role.
Enable.
A trustee can no longer serve. How authority, appointment, practical control, and continuity fit together when a successor steps in.
Equip.
An existing trustee or executor stays in the role. What custody and technical support looks like across an ongoing trust and a probate matter.