Archive for June 2023
Seven Risk Mitigation Strategies for the Successor Trustee or War Stories from a Trust Governance Expert Witness
Since 2013 I have been engaged to testify as an expert witness in the California Courts to opine upon the Trustee’s Standard of Care. Through these engagements I have compiled a list of the “governance practices” that a successor trustee is encouraged to adopt. Following is a summary of these practices as well as a…
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