Transcription of TRUSTEES BEWARE: Understanding Your Trustee …
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TRUSTEES BEWARE: Understanding Your Trustee …
Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, 800 North Magnolia Avenue, Suite 1500 Box 2346 (ZIP 32802-2346) Orlando, FL 32803 Orlando Fort Pierce Viera 407-841-1200 407-423-1831 Fax LAUREN Y. DETZEL 407-428-5114 September 2009 TRUSTEES beware : Understanding your Trustee Duties and How to Stay Out of Trouble Lauren Y. Detzel, Esq. September 2009 I. Introduction TRUSTEES have numerous responsibilities in the administration of a trust. There are many situations where a Trustee can trip up and unknowingly expose itself to liability.
1. In implementing the investment plan, the trustee should document the factors considered in determining a reasonable investment portfolio. a.
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