Trustee Series:
What Should I NOT Do as a Trustee?
There are plenty of things you should be doing when you accept the role of a Trustee of a Trust. For instance, you should stay organized from the start, make decisions prudently and responsibly, document everything, and, of course, take your role and responsibilities seriously. These responsibilities and other “to-dos” are typically discussed at length, and most of them feel like no-brainers. That said, very little has been said about what you should NOT do as a Trustee.
You would think that knowing what not to do should come naturally, even for a first-time Trustee. However, anyone who has been a Trustee before will tell you that could not be further from the truth.
To learn more, read Leigh's full blog.
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