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Video for Trustees on How to Avoid Being Sued

This video should be required for anyone who is or contemplating the role of a trustee. Below are the key subjects from the video. Before you say yes to becoming understand the meaning of fiduciary duty. Black’s law dictionary defines a fiduciary as One who owes...

The Thankless and Precarious Job of Being a Trustee

If you have never been asked—or told—that you will serve as a trustee, you may not realize that the request often marks the beginning of one of the most frustrating and underappreciated roles a person can assume. Serving as a trustee is rarely viewed as a job at all,...

Why do I need to buy Living Trust Insurance

Trustee’s duties to manage trust can lead to liability The purpose of a trustee is to manage and administer a trust in accordance with its terms and for the benefit of the trust’s beneficiaries. Here’s a breakdown of the trustee’s role: 1....