Trust Administration Process

McPherson Law Offices ESTATE PLANNING, ESTATE & TRUST ADMINISTRATION & LITIGATION. REAL ESTATE AND ELDER LAW ATTORNEYS • • Step 2: The Trustee Meet the Trustee or Trustee(s) Can you represent all the trustees? Pitfall: Trustees that do not or cannot get along and trustees with competing interests. In your engagement letter, cover what you will do if conflicts arise. Or, have trustees obtain separate counsel. McPherson Law Offices ESTATE PLANNING, ESTATE & TRUST ADMINISTRATION & LITIGATION, REAL ESTATE AND ELDER LAW ATTORNEYS Step 2: The Trustee • The Trustee is your client but you also have a duty to all beneficiaries If an individual trustee, explain the duties of the trustee to the individual or individuals 4/19/2017 6

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