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Being a Responsible Trustee Minimizes Risk

October 1, 2008 Trusts & Estates

Getting started as a trustee means familiarizing yourself with your new responsibilities. Carrying out these responsibilities throughout the trust administration is the key to reducing your risk of serving as a trustee. In Florida, a trustee is governed by the terms of the trust agreement, the provisions of Florida law,…

So You Have Been Asked To Serve As A Trustee Of A Trust? What You Should Know About Serving

October 1, 2008 Fiduciary Services

The trust is a popular tool in today’s world of estate planning. A trust is a fiduciary relationship with respect to property, and it involves an agreement (normally in writing) under which the trustee holds legal title to property for the benefit of the trust beneficiaries. In Florida, this relationship…