Can a Personal Representative and Trustee also be the financial advisor for a beneficiary of the Trust?
Question Details:
Are you asking if it would in any way be a conflict? There are potential conflicts in any situation where those that hold a fiduciary position take on more than one "job" so to speak. But as long as there is full disclosure as t the duties they hold in their fiduciary capacity and no conflict of interest it could potentially be fine. I would err against it though. Good luck.