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Ep. No. 124. Cautionary Tales - Mistakes Made by a Trustee
Manage episode 454134032 series 3621870
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Tune in for a “Cautionary Tales" episode!On this episode, we share a story about a young lady that inherited a Trust from her parents (at her parents' passing). Her brother was named the Trustee and inadvertently failed to follow the terms of the Trust. Let's talk about what happened in this story, then discuss factors to consider when naming people in various estate planning roles.Sources and episode transcript can be found at: https://www.legalteapodcast.com/podcast.
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