Ethics for Trustees
Everyone who is in the Estate Planning Process can benefit from a better understanding of what their Successor can and should do. The documents alone do nothing. The selection of the appropriate Successor Trustee is vitally important, as this is the one trusted to fulfill the Estate Plan provisions.How can the right Successor be selected if the one choosing is not familiar with what the job entails? Reading this concise volume gives the reader just what is needed. Written by two longtime Professional Fiduciaries, Jane B. Lorenz and Marguerite Lorenz ""Ethics for Trustees"", A Guide for All Who Serve as Trustee, is intended as a guideline for everyone who serves as a Trustee of a Trust; Experienced or inexperienced; Attorneys, Fiduciaries, CPA’s, Family Members and Friends, etc. Quotes and concepts have been drawn from personal experience.
“Ethics for Trustees” is an excellent guidebook that draws together
important resources and reference materials. It covers some topics few other
writers have addressed, and the authors draw on wealth of personal experience.
The writing is clear and concise. It is a valuable addition to my professional
Meredith G. Alcock
Trusts and estates attorney