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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 Seven

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How To Avoid The Most Common Mistakes Trustees Make Failing to Properly Reform, Amend, or Terminate by: David M. Frees III As a trustee do you need to have all the beneficiaries consent to amend the trust? How does the trust I am managing terminate? Many Pennsylvania trustees fail to reform, amend, …

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Pennsylvania Trustee Mistakes And How To Avoid Them Part Six

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How To Avoid The Most Common Mistakes Trustees Make Failing To Communicate Properly by: Pennsylvania Attorney David M. Frees III You have heard that communication is vital in marriage and communication is important with your children but communication is also critical in trust administration. As a trustee to avoid unnecesary hostility from family and beneficiaries …

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Avoiding Common Pennsylvania Trustee Mistakes Part Four

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How To Avoid The Most Common Mistakes Trustees Make Failing To Follow The Uniform Trust Act by: Pennsylvania Attorney David M. Frees III The Pennsylvania Uniform Trust Act has mandatory  requirements for the trusts creation, termination, modification among others. It is important to follow all of the rules and regulations as a trustee so you …

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Avoiding Pennsylvania Trustee Mistakes Part Three

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How To Avoid The Most Common Mistakes Trustees Make Failing To Follow The Prudent Investor Rule by: Pennsylvania Attorney David M. Frees III Are you a trustee of a Pennsylvania trust? Do you want to avoid personal liability and lawsuits? If you answered yes to either of these questions you will want to read the …

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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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