Tag Archives: Trust litigation

“TRUSTEE SCORECARD®” TRADEMARK REGISTRATION AWARDED

Posted on November 26, 2012 by Steve Masterson

 Masterson Receives Registration by US Patent and Trademark Office Serving as a Trustee of a Trust can be a daunting process for even the most well-prepared person.   The personal liability for a Trustee can be overwhelming, if the Trustee is … Continue reading →

Posted in Duties of Trustee, Executor, fiduciary, Prudent Investor Rule, Trust Administration, trustee | Tagged , , , , , , , , , , , | Leave a comment

Choosing a Trustee – What Characteristics are Needed?

Posted on November 23, 2011 by Steve Masterson

Those Grantors who don’t struggle with the selection of a Trustee probably should.  I’ll confess that poor Trustee selection creates revenue opportunities for me, either through the cost of cleaning up a Trust mess or as an expert witness in … Continue reading →

Posted in Duties of Trustee, Estate Planner, Estate Planning, fiduciary, Prudent Investor Rule, Trust, Trust Administration, trust beneficiary, trustee | Tagged , , , , , , | Leave a comment

Too Many Eggs in the Trustee’s Basket

Posted on October 24, 2011 by Steve Masterson

I recently worked on a piece of trust litigation where the deceased Grantor of a Trust restricted the ability of the Trustee to sell a leveraged asset that comprised > 95% of the Trust’s assets.  Regardless of the Grantor’s intentions, … Continue reading →

Posted in Duties of Trustee, Estate Planning, fiduciary, Investments, Prudent Investor Rule, Trust, Trust Administration | Tagged , , , , , | Leave a comment