February 2022 Newsletter

February 2022 Newsletter Image

From The Certified Elder Law Attorney's Desk:

William W. “Bill” Erhart

“I’ve Been Named Trustee. Now What?”

With many trusts, the role of trustee is filled by a family member. As a non-professional trustee, most persons nominated have very little idea of what is expected of them or the liability they take on by agreeing to act as trustee. We provide this list of duties to give potential and current trustees an idea.


This list of duties is not meant to be exhaustive. If you have any questions or do not understand any aspect of these duties, you should ask to meet with us to discuss your questions...

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