Trustees Duties – Policies and Procedures
Trustees Duties Policies and Procedures – Anodos helps individual trustees save time, reduce their personal risk, and fulfill their fiduciary duties. We do this by helping trustees develop and maintain a series of governance documents – including trustee compensation studies – which demonstrates they have fulfilled each of their duties of care.
Read More7 Risk Mitigation Strategies for Trustees
Having served as an expert consultant / witness in trust litigation matters since 2013, I have observed seven “risk mitigation” strategies that a prudent trustee will adopt.
Read MoreSample Governance Audit
It’s not uncommon for disgruntled beneficiaries to bring lawsuits against trustees around the subject of “poor performance”. The fact patterns often look like this–low performance by the trust versus high performance from the S&P 500 (or other index) during that same period.
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