Skip navigation
GiffordGettyImages-682739248.jpg

Trustee Investing Traps

The most common pitfalls and how to avoid them.

In the book Dune, Leto advises a young Paul, “Knowing where the trap is—that’s the first step in evading it.” Serving as a trustee is a great honor and a great responsibility. Often, trustees are family members or close friends of the individual creating the trust, and they want to help those they care about. However, they’re often unaware of the duties and responsibilities that come with the role and investing trust assets. Even the most experienced professional trustees can be

All access premium subscription

Please Log in if you are currently a Trusts & Estates subscriber.


If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.


Questions about your account or how to access content?


Contact: [email protected]

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish