
<p><span>Moving from successor trustee to trustee can feel sudden. One day you’re <a href="https://smartasset.com/estate-planning/successor-trustee" target="_blank" rel="noreferrer noopener">next in line</a>, and the next you’re signing checks, answering emails, setting policy, and dealing with <a href="https://simplytrust.io/4527/7-common-trust-administration-issues/">trust administration issues</a>. The successor trustee to trustee handoff is a moment of real responsibility—and it’s manageable with a simple plan.</span></p>



<div class="schema-faq wp-block-yoast-faq-block"><div class="schema-faq-section" id="faq-question-1755903763504"><strong class="schema-faq-question"><span>What Does Moving From Successor Trustee to Trustee Mean?</span></strong> <p class="schema-faq-answer"><span>The successor trustee to trustee shift means you become the point person for money, timelines, and communication. You don’t have to do everything yourself, but you have to make sure everything gets done. When you accept the role, you hold legal title to trust property. You must act loyally, prudently, and impartially. Which means you need to faithfully adhere to the trust document.</span></p> </div> </div>



<h2 class="wp-block-heading" id="h-the-initial-transition-from-successor-trustee-to-trustee"><span>The Initial Transition</span> From Successor Trustee to Trustee</h2>



<p><span>After documenting their acceptance and initial decisions, many trustees start with a short, focused checklist. This early structure can turn a stressful successor trustee to trustee moment into a manageable process.&nbsp;</span></p>



<p><span>Common steps include getting the trust’s EIN, opening a dedicated bank account, and moving an initial cash reserve into it. Also securing property and changing locks if necessary, forwarding mail, updating insurance to reflect trustee control, and building an asset inventory with account numbers, contacts, and due dates. And finally noting debts and automatic payments as well as key filing dates and tax deadlines.&nbsp;</span></p>



<p><span>Here’s a few examples. Each of these scenarios is typical during the successor trustee to trustee period. None require heroics—just sequence, notes, and follow-through.</span></p>



<h4 class="wp-block-heading" id="h-the-home-with-auto-pay"><span>The Home With Auto-Pay</span></h4>



<p><span>A trust-owned house has mortgage and utilities on auto-pay from the grantor’s account. That account closes after their passing, and payments fail. The trustee opens the trust checking account, moves a small reserve into it, and switches auto-pay to the trust. A simple call prevents late fees and credit issues for the trust.</span></p>



<h4 class="wp-block-heading" id="h-the-partial-transfer"><span>The Partial Transfer</span></h4>



<p><span>A brokerage moves most assets, but a small dividend-paying stock lingers in the old registration. Cash is short and beneficiaries want advances. The trustee lists “stray assets,” requests retitling, and uses a modest reserve for near-term needs. Once the stock arrives, the trustee rebalances to the investment policy stated in the document.</span></p>



<h4 class="wp-block-heading" id="h-the-family-business"><span>The Family Business</span></h4>



<p><span>The trust owns a small shop with payroll on Fridays. The new trustee gets signature authority, verifies workers’ comp, and confirms payroll taxes are scheduled. They also appoint a bookkeeper and keep oversight. That clarity keeps employees paid and the business running.</span></p>



<h2 class="wp-block-heading" id="h-after-the-initial-transition"><span>After the Initial Transition</span></h2>



<p><span>Trustees pay legitimate expenses from the trust account. They track income and keep receipts. They review distribution requests and match them to the trust’s terms. Many trustees write a short “HEMS” policy—how Health, Education, Maintenance, and Support requests will be reviewed. And they share simple updates: cash on hand, tasks completed, and what’s next.&nbsp;</span></p>



<p><span>There’s also communication, especially with beneficiaries—particularly during the transition from successor trustee to trustee. During the transition, communication is often as important as accounting. Simply put, clear updates can reduce disputes and surprises.&nbsp;</span></p>



<p><span>Many new trustees set expectations early. They tell beneficiaries how to request funds, what documentation helps, and when they’ll reply. Many send out monthly one-page status notes. They share a plain ledger of income and expenses. And they invite questions in writing so they can answer consistently.&nbsp;</span></p>



<h2 class="wp-block-heading" id="h-common-pitfalls-and-common-ways-to-avoid-them"><span>Common Pitfalls—and Common Ways To Avoid Them</span></h2>



<p><span>Naming and fixing these traps turns a risky successor trustee to trustee step into a steady routine.</span></p>



<ul class="wp-block-list">
<li><span>Commingling funds. Not paying trust bills from personal accounts. Using the trust bank account only.</span></li>



<li><span>Missing calendars. Building a deadline list for taxes, insurance, renewals, and any 65-day distribution window.</span></li>



<li><span>Co-trustee friction. Scheduling short meetings with agendas and minutes. Using neutral valuations for major decisions.</span></li>



<li><span>Fuzzy records. Keeping a simple ledger with date, purpose, payee, and category. Organized books resolve many issues fast.</span></li>
</ul>



<h2 class="wp-block-heading" id="h-transitioning-smoothly-from-successor-trustee-to-trustee"><span>Transitioning Smoothly From Successor Trustee to Trustee</span></h2>



<p><span>Becoming a trustee means taking on stewardship. It’s vital to safeguard property, follow the document, and serve everyone named—fairly and transparently. Building a checklist, keeping clean records, and communicating on a schedule is key. With those habits, the successor trustee to trustee transition becomes less about pressure and more about purpose.</span></p>


Transitioning From Successor Trustee to Trustee: The Gist


<p><span>Serving as trustee is <a href="https://www.findlaw.com/estate/trusts/what-is-trust-administration.html" target="_blank" rel="noreferrer noopener">meaningful work</a>—and work is the key word. Trust administration issues can surface in the first weeks, then recur at tax time and whenever distributions are requested. The good news? Most trust administration issues are predictable. With a few systems and clear communication, they’re manageable.</span></p>



<div class="schema-faq wp-block-yoast-faq-block"><div class="schema-faq-section" id="faq-question-1757029634797"><strong class="schema-faq-question">What Are Common Trust Administration Issues?</strong> <p class="schema-faq-answer">Issues come up in trust administration. Here are some common ones: 1) cash flow in the early days, 2) incomplete inventory and titling gaps, 3) record-keeping that won&#8217;t pass muster, 4) distribution decisions under HEMS, 5) co-trustee friction and conflicts of interest, 6) taxes, calendars, and K-1s, and 7) digital assets and access to those assets.</p> </div> </div>



<h2 class="wp-block-heading" id="h-7-trust-administration-issues-that-appear-over-and-over"><span>7 Trust Administration Issues That Appear Over and Over</span></h2>



<h4 class="wp-block-heading" id="h-1-cash-flow-in-the-early-days"><span>1) Cash Flow in the Early Days</span></h4>



<p><span>Common Issue: The trust owns a house and an investment account but no checking account. Property taxes and insurance come due before the brokerage transfer finishes.</span></p>



<p><span>Common Actions: Opening a dedicated trust checking account as soon as you have an EIN. Moving a modest cash reserve there to cover near-term bills and small beneficiary needs. This can prevent forced sales and late fees—two avoidable trust administration issues.</span></p>



<h4 class="wp-block-heading" id="h-2-incomplete-inventory-and-titling-gaps"><span>2) Incomplete Inventory and Titling Gaps</span></h4>



<p><span>Common Issue: The trust lists “all financial accounts,” but a separate brokerage opened years ago was never retitled. Statements still arrive in the grantor’s name, delaying access after they pass.</span></p>



<p><span>Common Actions: Building a line-by-line inventory and verifying each asset’s title. Keeping a “strays” list for items that require follow-up. Missing titles are classic trust administration issues that slow everything else.</span></p>



<h4 class="wp-block-heading" id="h-3-record-keeping-that-won-t-pass-muster"><span>3) Record-Keeping That Won’t Pass Muster</span></h4>



<p><span>Common Issue: A well-meaning trustee pays expenses from personal funds, then reimburses themselves in bulk months later. Beneficiaries question what was paid and why.</span></p>



<p><span>Common Actions: Using the trust account exclusively. Saving invoices, confirmations, and notes for every transaction. Creating a simple ledger with date, purpose, payee, and category. Clean books can quiet many trust administration issues, including disputes and year-end headaches.</span></p>



<h4 class="wp-block-heading" id="h-4-distribution-decisions-under-hems"><span>4) Distribution Decisions Under “HEMS”</span></h4>



<p><span>Common Issue: A beneficiary requests a spring-break trip as an “education expense.” Another asks for private coaching for a new business. You’re stuck between generosity and the trust’s language.</span></p>



<p><span>Common Actions: Translating the Health, Education, Maintenance, and Support standard into a short policy you apply consistently. Asking for written requests stating purpose and amount. Decisions tied to policy—not personalities—can reduce trust administration issues and hard feelings.</span></p>



<h4 class="wp-block-heading" id="h-5-co-trustee-friction-and-conflicts-of-interest"><span>5) Co-Trustee Friction and Conflicts of Interest</span></h4>



<p><span>Common Issue: Two siblings serve together. One lives near a rental property and wants to keep it; the other prefers to sell. They deadlock and stop responding to each other.</span> (This is one reason why <a href="https://simplytrust.io/4592/choosing-trustees-without-starting-a-family-group-chat-war/">choosing trustees</a> wisely is so important.)</p>



<p><span>Common Actions: Scheduling a brief standing meeting with an agenda, decisions, and follow-ups. For valuation fights, using a neutral appraiser and agreeing in advance on how to act on the number. When trustees are also beneficiaries, memorializing recusals on decisions where conflicts arise. Structure can shrink trust administration issues into solvable tasks.</span></p>



<h4 class="wp-block-heading" id="h-6-taxes-calendars-and-k-1s"><span>6) Taxes, Calendars, and K-1s</span></h4>



<p><span>Common Issue: No one applies for the EIN or tracks due dates. The Form 1041 and beneficiary K-1s go out late, complicating everyone’s filings.</span></p>



<p><span>Common Actions: Creating a deadline calendar on day one: EIN, property tax cycles, insurance renewals, 65-day distribution window, federal and state returns. Sharing the calendar with beneficiaries so tax timing isn’t a surprise. Many trust administration issues are really calendar issues.</span></p>



<h4 class="wp-block-heading" id="h-7-digital-assets-and-access"><span>7) Digital Assets and Access</span></h4>



<p><span>Common Issue: The trust owns cryptocurrency and family photo archives in cloud storage. The trustee can’t access either because two-factor codes go to a phone no one can unlock the phone.</span></p>



<p><span>Common Actions: Adding digital assets to the inventory with access instructions and recovery keys kept securely. Noting platforms that honor fiduciary access laws so requests go to the right place. Treating digital property like real property can help avoid modern trust administration issues.</span></p>



<h4 class="wp-block-heading" id="h-bonus-communication-is-a-superpower"><span>Bonus: Communication Is a Superpower</span></h4>



<p><span>Common Issue: Beneficiaries email every few days asking for updates. Tension rises, then assumptions fill the gaps.</span></p>



<p><span>Common Actions: Sending a monthly one-page update: cash on hand, tasks completed, what’s next, and target dates. Attaching a simple income/expense snapshot. Regular, simple reporting can prevent the most human trust administration issues: worry and rumor.</span></p>



<h2 class="wp-block-heading" id="h-organization-consistency-and-transparency"><span>Organization, Consistency, and Transparency</span></h2>



<p><span>Trustees don’t need to be perfect (even those suddenly transitioning from <a href="https://simplytrust.io/4534/transitioning-from-successor-trustee-to-trustee-the-gist/">successor trustee to trustee</a>). However, they do need to be organized, consistent, and transparent (to avoid <a href="https://simplytrust.io/4489/trustee-liability-what-trustees-should-know/">trustee liability</a>, for one thing). Anticipating these trust administration issues can mean you’ll spend less time putting out fires and more time carrying out the trust’s purpose—calmly, fairly, and on schedule.&nbsp;</span></p>



<p><span>Towards that end, here’s a quick checklist for you:</span></p>



<ol class="wp-block-list">
<li><span>Opening a trust bank account and fund a reserve.</span></li>



<li><span>Building and verifying a complete asset inventory.</span></li>



<li><span>Centralizing records and logging every transaction.</span></li>



<li><span>Writing a short HEMS distribution policy.</span></li>



<li><span>Setting a recurring co-trustee meeting with minutes.</span></li>



<li><span>Creating and sharing a tax/filing calendar.</span></li>



<li><span>Adding digital assets with clear access steps.</span></li>



<li><span>Sending monthly beneficiary updates.</span></li>
</ol>


7 Common Trust Administration Issues


<p><span>Being a trustee is more than taking on a title. It’s a commitment to juggling someone else’s assets with care, integrity, and good judgment. Whether the trust holds investments, real estate, or personal treasures, the trustee is legally and ethically bound to protect and grow those assets for the benefit of others.</span></p>



<div class="schema-faq wp-block-yoast-faq-block"><div class="schema-faq-section" id="faq-question-1755217564703"><strong class="schema-faq-question"><span>What Does Being a Trustee Involve?</span></strong> <p class="schema-faq-answer"><span>At its core, being a trustee means accepting fiduciary duties: acting in the best interests of the beneficiaries, managing assets prudently, and following the terms of the trust. These duties are not casual; they are enforceable by law. Trustees who fail to meet them can face consequences ranging from loss of the role to financial liability.</span></p> </div> </div>



<p><span>Example: A friend names you trustee of a family trust that owns a rental property. You must collect rent, keep the property insured and safe, file necessary tax forms, and distribute income as directed by the trust document. You can’t use the property yourself unless the trust explicitly allows it.</span></p>



<h2 class="wp-block-heading" id="h-being-a-trustee-key-responsibilities"><span>Being a Trustee: Key Responsibilities</span></h2>



<ul class="wp-block-list">
<li><span>Duty of loyalty. Always acting for the benefit of the beneficiaries, not yourself.</span></li>



<li><span>Duty of prudence. Making careful, well-documented decisions about investments and distributions.</span></li>



<li><span>Duty of impartiality. Treating all beneficiaries fairly, even when their interests differ.</span></li>



<li><span>Duty to inform and account. Providing regular updates and detailed records so beneficiaries can see how the trust is managed.</span></li>



<li><span>Duty to safeguard assets. Keeping trust property separate from your own and protecting it from loss or misuse.</span></li>
</ul>



<p><span>Being a trustee can be straightforward for a small trust with simple assets. But for trusts with complex investments, multiple properties, or blended-family beneficiaries, it can feel like running a small business. </span>(<a href="https://simplytrust.io/4527/7-common-trust-administration-issues/">Trust administration issues</a> definitely do come up.)</p>



<p><span>You may need to:</span></p>



<ul class="wp-block-list">
<li><span>Coordinate with accountants for <a href="https://www.irs.gov/instructions/i1041">tax filings</a>.</span></li>



<li><span>Hire property managers or investment advisors.</span></li>



<li><span>Handle beneficiary questions and sometimes mediate disputes.</span></li>
</ul>



<p><span>Example: Serving as trustee for a trust with a family business could mean reviewing quarterly financials, approving budgets, and making strategic decisions—tasks that can take many hours each month.</span></p>



<h2 class="wp-block-heading" id="h-personal-risk-of-being-a-trustee"><span>Personal Risk of Being a Trustee</span></h2>



<p><span>Trustees can be held personally responsible for mistakes or misconduct. While the trust can reimburse reasonable expenses, improper actions—like commingling funds or neglecting tax filings—can result in <a href="https://simplytrust.io/4489/trustee-liability-what-trustees-should-know/">personal liability</a>.</span></p>



<p><span>Example: If you fail to renew insurance on a trust-owned building and it’s damaged in a storm, you may be personally liable for the loss.</span></p>



<h2 class="wp-block-heading" id="h-deciding-whether-to-accept"><span>Deciding Whether To Accept</span></h2>



<p><span>Before accepting, ask yourself:</span></p>



<ul class="wp-block-list">
<li><span>Do I understand the trust’s terms?</span></li>



<li><span>Do I have time to fulfill the duties?</span></li>



<li><span>Am I comfortable making financial and legal decisions?</span></li>



<li><span>Can I stay impartial if family members are involved?</span></li>
</ul>



<p><span>If the answers point to “yes,” being a trustee can be a meaningful way to honor someone’s trust in you. If not, declining early may be better than struggling later.</span></p>


What Being a Trustee Really Means


<p><span>Trustee liability is the flip side of the <a href="https://simplytrust.io/3089/crucial-role-of-trustees/">crucial role</a> of trustee. When someone accepts control over a trust, they also accept legal duties—and consequences if things go wrong. In plain terms, trustee liability arises when a trustee’s actions (or inaction) breach those duties and cause harm to the trust or others.</span></p>



<div class="schema-faq wp-block-yoast-faq-block"><div class="schema-faq-section" id="faq-question-1755216320286"><strong class="schema-faq-question">What Is Trustee Liability?</strong> <p class="schema-faq-answer"><span>At its core, trustee liability flows from fiduciary duties. Trustees must act in good faith, put beneficiaries first, and manage assets prudently. Fail those standards and the trustee can be held accountable.</span></p> </div> </div>



<h2 class="wp-block-heading" id="h-trustee-liability-comes-in-two-forms-nbsp"><span>Trustee liability comes in two forms:&nbsp;</span></h2>



<ol class="wp-block-list">
<li><span>To beneficiaries. For breach of trust (e.g., poor investing, self‑dealing, or failing to inform and account).</span></li>



<li><span>To third parties. For contracts or torts connected to trust property. The Uniform Trust Code (UTC §1010) generally shields trustees from personal liability on properly disclosed contracts, but tort liability can attach if the trustee is personally at fault.&nbsp;</span></li>
</ol>



<p><span>Understanding the core duties of <a href="https://simplytrust.io/4499/what-being-a-trustee-really-means/">being a trustee</a> makes liability easier to spot:</span></p>



<ul class="wp-block-list">
<li><span>Duty of loyalty. No self‑dealing, no undisclosed conflicts, and no using trust assets for personal gain.</span></li>



<li><span>Duty of prudence. Investing and managing as a prudent investor would. Under the Uniform Prudent Investor Act (UPIA), that includes diversification unless special circumstances justify concentration.</span></li>



<li><span>Duty of impartiality. Treating current and future beneficiaries even‑handedly.</span></li>



<li><span>Duty to segregate and safeguard assets. Keeping trust property separate and properly titled.</span></li>



<li><span>Duty to inform and account. Providing information and periodic reports so beneficiaries can see what’s happening.&nbsp;</span></li>
</ul>



<h2 class="wp-block-heading" id="h-common-actions-that-can-create-exposure"><span>Common Actions That Can Create Exposure</span></h2>



<h4 class="wp-block-heading" id="h-commingling-funds"><span>Commingling Funds</span></h4>



<p><span>Example: A trustee deposits rent from a trust duplex into a personal checking account “just for a week.” A beneficiary later challenges several withdrawals. Courts often view commingling as a serious breach and can order reimbursement plus interest (a “surcharge”).&nbsp;</span></p>



<h4 class="wp-block-heading" id="h-failure-to-diversify"><span>Failure To Diversify</span></h4>



<p><span>Example: A trust holds a large position in a single stock gifted by the grantor. The trustee leaves it untouched. The stock drops 50%. Unless the trust expressly permits concentration or special circumstances justify it, UPIA expects diversification; lack of action can trigger trustee liability.&nbsp;</span></p>



<h4 class="wp-block-heading" id="h-self-dealing-or-conflicts"><span>Self-Dealing or Conflicts</span></h4>



<p><span>Example: A trustee buys a trust‑owned cabin “at a fair price” without beneficiary consent. Even at market value, undisclosed self‑dealing can be a breach of loyalty that invites damages or removal.&nbsp;</span></p>



<h4 class="wp-block-heading" id="h-late-or-inaccurate-tax-filings"><span>Late or Inaccurate Tax Filings</span></h4>



<p><span>Trusts with income generally file Form 1041, and beneficiaries may receive Schedule K‑1. Missing filings or misreporting income can create penalties for the trust and fallout for beneficiaries—both fertile ground for trustee liability claims.&nbsp;</span></p>



<h4 class="wp-block-heading" id="h-property-and-tort-issues"><span>Property and Tort Issues</span></h4>



<p><span>Example: A visitor is injured on trust‑owned property. Under UTC‑style rules, a trustee isn’t personally liable for torts unless personally at fault (e.g., ignoring obvious hazards). Liability is typically pursued against the trustee in a fiduciary capacity, tapping trust assets first.&nbsp;</span></p>



<h4 class="wp-block-heading" id="h-poor-communication"><span>Poor Communication</span></h4>



<p><span>Silence breeds suspicion. Trustees who ignore reasonable requests for information invite court‑ordered accountings and, sometimes, reductions in compensation.&nbsp;</span></p>



<h2 class="wp-block-heading" id="h-the-consequences-of-trustee-liability"><span>The Consequences of Trustee Liability</span></h2>



<p><span>When courts find a breach, available remedies are broad under UTC‑style statutes:</span></p>



<ul class="wp-block-list">
<li><span>Surcharge (money damages) to restore losses or disgorge gains.</span></li>



<li><span>Orders to perform or injunctions to stop a threatened breach.</span></li>



<li><span>Accounting and records turnover.</span></li>



<li><span>Reduction or denial of trustee compensation.</span></li>



<li><span>Removal of the trustee and appointment of a successor. In some settings, fee disgorgement or even punitive‑style remedies can come into play.&nbsp;</span></li>
</ul>



<p><span>Quick snapshot: A trustee who failed to diversify and then refused to answer emails for months could face a surcharge for losses. They could also be ordered to produce a full accounting, have their fees reduced, or be removed.</span></p>



<h2 class="wp-block-heading" id="h-personal-vs-fiduciary-capacity-and-why-wording-matters"><span>Personal Vs. Fiduciary Capacity (and Why Wording Matters)</span></h2>



<p><span>A frequent question in trustee liability disputes is whether the trustee is on the hook personally or only as trustee. It depends.</span></p>



<h4 class="wp-block-heading" id="h-contract-signature"><span>Contract Signature</span></h4>



<p><span>If the trustee signs “Jane Smith, Trustee of the Smith Family Trust,” UTC §1010 typically avoids personal liability on that contract (unless the contract says otherwise). The claim proceeds against the trustee in a fiduciary capacity, reaching trust assets. Omit that fiduciary title, however, and the trustee may personally guarantee the obligation.&nbsp;</span></p>



<h4 class="wp-block-heading" id="h-torts-and-property-control"><span>Torts and Property Control</span></h4>



<p><span>Personal liability for torts or obligations arising from ownership/control of trust property (including environmental issues) usually requires personal fault. Think negligent maintenance, ignored safety issues, or willful violations.&nbsp;</span></p>



<h2 class="wp-block-heading" id="h-taxes-a-quiet-source-of-trustee-liability"><span>Taxes: A Quiet Source of Trustee Liability</span></h2>



<p><span>For trusts that earn income, trustees must file </span><a href="https://www.investopedia.com/tax-form-1041-estates-and-trusts-5211109" target="_blank" rel="noopener noreferrer">Form 1041</a><span> and issue K-1s reflecting taxable amounts to beneficiaries. Trustees also ensure that any combined or elective filings allocate and pay the correct share of tax. Missed filings, misallocated income, or unpaid balances can spiral into penalties and disputes with beneficiaries.&nbsp;</span></p>



<p><span>Example: A trustee fails to issue K‑1s on time. Beneficiaries file late and incur penalties. They then seek reimbursement from the trust—and potentially a surcharge against the trustee—for administrative missteps.</span></p>



<h2 class="wp-block-heading" id="h-practical-ways-trustees-reduce-risk"><span>Practical Ways Trustees Reduce Risk</span></h2>



<p><span>These aren’t legal directives—just common, low‑drama habits that tend to keep trustees out of hot water:</span></p>



<ul class="wp-block-list">
<li><span>Titling everything correctly. Signing contracts and open accounts with the full fiduciary title.</span></li>



<li><span>Documenting decisions. Noting the goal, options considered, and why the trustee chose a path—especially for investment and distribution calls.</span></li>



<li><span>Diversifying thoughtfully.&nbsp;</span></li>



<li><span>Separating and reconciling with no commingling. Maintaining ledgers and bank statements that tie out.</span></li>



<li><span>Communicating on a cadence. Setting expectations for reports and responding to reasonable questions.&nbsp;</span></li>



<li><span>Minding deadlines—including tax filing dates, property tax due dates, insurance renewals, and distribution schedules—to avoid avoidable penalties.&nbsp;</span></li>
</ul>



<h2 class="wp-block-heading" id="h-a-final-word-on-trustee-liability"><span>A Final Word on Trustee Liability</span></h2>



<p><span>Trustee liability isn’t about perfection. It’s about process. Trustees who act loyally, document carefully, communicate clearly, and meet routine obligations put themselves on solid ground. But if something does go wrong, courts have a wide range of tools—from injunctions to surcharge to removal—to bring a trust back on course.</span></p>


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#Fiduciary Duty

Transitioning From Successor Trustee to Trustee: The Gist

7 Common Trust Administration Issues

What Being a Trustee Really Means

Trustee Liability: What Trustees Should Know