Category: Trustees

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Updated on: 08/11/2025

Executive Summary Learning How to Address a Trustee Not Acting in a Beneficiary’s Best Interest A trustee not acting in the beneficiaries’ best interest [...]

Executive Summary Learning How to Address a Trustee Not Acting in a Beneficiary’s Best Interest A trustee not acting in the beneficiaries’ best interest […]

elderly couple reviewing documents
Updated on: 07/24/2025

Key Takeaways Introduction  A successor trustee is an individual who takes over the administration of an estate from the originally identified trustee after they [...]

Key Takeaways Introduction  A successor trustee is an individual who takes over the administration of an estate from the originally identified trustee after they […]

consultation with pretermitted children
Updated on: 08/18/2025

Key Takeaways What Are Co-Trustees Co-trusteeship refers to the appointment of multiple trustees to manage and administer a trust, which is a legal arrangement [...]

Key Takeaways What Are Co-Trustees Co-trusteeship refers to the appointment of multiple trustees to manage and administer a trust, which is a legal arrangement […]

reviewing trustee fees doc
Updated on: 06/05/2025

Key Takeaways  Introduction A successor trustee is the individual first in line to take over the administration of a trust when the initial trustee [...]

Key Takeaways  Introduction A successor trustee is the individual first in line to take over the administration of a trust when the initial trustee […]

Role of trustee photo
Updated on: 06/24/2025

Executive summary  Introduction  Trusts are important estate planning tools for high-net-worth individuals, and trustees play a central role in ensuring that these estate planning [...]

Executive summary  Introduction  Trusts are important estate planning tools for high-net-worth individuals, and trustees play a central role in ensuring that these estate planning […]

for sale sign
Updated on: 06/23/2025

A trustee does not need beneficiary approval to sell trust property. However, a trustee who wants to avoid litigation would be wise to at [...]

A trustee does not need beneficiary approval to sell trust property. However, a trustee who wants to avoid litigation would be wise to at […]

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