Tag Archives: Trustee Scorecard

“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

Is the Trustee you’ve selected qualified and prepared?

Posted on October 12, 2011 by Steve Masterson

Excellent guidelines to use in choosing the appropriate Trustee for your trust(s).  The answer is not as simple as you would think. Who is Fit to Be Trustee? Ask me about Trustee Scorecard (TM)

Posted in Duties of Trustee, Estate Planning, fiduciary, Trust, Trust Administration, trustee | Tagged , , , , , , | Leave a comment