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Tag Archives: Trustee liability
“TRUSTEE SCORECARD®” TRADEMARK REGISTRATION AWARDED
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 Beneficiary, Coeur d'Alene Idaho, duties of a Trustee, fiduciary, Fiduciary duties, Trust Administration, trust beneficiary, Trust company, Trust litigation, trustee, Trustee liability, Trustee Scorecard
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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