A bad trustee. It is essential that the trustee follow the terms of the trust as written.
Passing It On: Estate Planning for Families · Michael Pevney
October 16, 20242m 0s
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Show Notes
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com bad trustee. It is essential that if trustee follow the terms of the trust as written. Some trust makers don't want their grandkids to inherit things until they are a certain age, like 35, 40, or 45. It is the obligation of the successor trustee to make sure those wishes are carried out. If the trustee doesn't want to do that, they should resign and let somebody else take over. not following the terms of the trust that trustee at risk of lawsuit. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty