Inside the Mind of a Trustee: The Importance of Understanding a Trustee’s Perspective

Understanding the ins and outs of any given profession is important for those setting the rules and guidelines for performing the job. In order to best advise clients and prepare trust instruments, attorneys need to more fully appreciate and understand the role of trustee and the nitty gritty of trust administration to hinder intent, as well as how to work within the law to establish a trust that achieves a client’s objectives.