Tag Archives: Trustee liability


 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

Too Many Eggs in the Trustee’s Basket

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