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Up close and personal - observations on estate administration in the 21st century
The International Family Offices Journal
Vol. 2 - Iss. 3 pp. 19–23
Mar 2018
Daniel FitzPatrick has had a distinguished career in banking, trusts and estates, including a term as the global head of Citi Trust. But when his father-in-law died - the ?up close and personal' part of the article - he learned just how confusing and difficult estate administration can be. Daniel offers valuable practical advice, including advice for family offices, and lists the documents they should keep at hand. He bemoans the loss of the old-fashioned trust officer who knew how to take care of everything: ?Among other things (eg, love), the world needs good trust officers. Life is complex, and getting ever more complicated.?