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Avoiding Pennsylvania Trustee Mistakes Part Ten of Ten

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How To Avoid The Most common Mistakes Trustees Make Failing To Do The Job Of Trustee by: Pennsylvania Attorney David M. Frees III This is the last in our series of brief articles about the most common  mistakes trustees make and how to avoid them. It is important to understand the language of …

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Avoiding Pennsylvania Trustee Mistakes Part Nine

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How To Avoid The Most Common Mistakes Trustees Make Failing To Understand The Role Of Multiple Trustees by: Pennsylvania Attorney David M. Frees III One very big mistake trustees make is failing to understand their role as a trustee among trustees. It is important to understand what a trustee is and what duties …

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Avoiding Pennsylvania Trustee Mistakes Part Eight

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    How To Avoid The Most Common Mistakes Trustees Make Failing To File Tax Returns Or To Seek Professional Assistance by: Pennylvania Attorney David M. Frees III Too many trustees have been sued for failing to properly administer or invest trust assets under Pennsylvania law. Pennsylvania has recently become more highly regulated from …

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Avoiding Pennsylvania Trustee Mistakes Part Two

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How To Avoid The Most Common Mistakes Trustees Make Making Trust Distributions Too Soon by:  Pennsylvania Attorney David M. Frees III Throughout history, trustees have been sued for failing to properly administer or to invest trust assets under Pennsylvania law. And, to make matters worse, (or  much better depending on your perspective) Pennsylvania has  …

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Pennsylvania Trustee Mistakes And How To Avoid Them Part One

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If you are a trustee of a Pennsylvania trust and you want to avoid personal liability and lawsuits by the beneficiaries, then you’ll want to read David Frees’ latest post on avoiding trustee mistakes and liability. It will take less than three minutes and might save you emotional pain and lost time, money, and energy. This …

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