Elder Law Report
Elder Law Report
Greg McIntyre, J.D., M.B.A.
Fiduciary Duty: What Trustees MUST Know
5 minutes Posted Aug 27, 2025 at 4:00 am.
Introduction to Trustee Responsibilities
Fiduciary Duties and Legal Framework
Common Pitfalls for Trustees
Seeking Professional Help
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Show notes
Taking on the role of trustee means stepping into a position of significant responsibility that comes with legal obligations many people don't fully understand. This enlightening discussion between attorneys Haley Matson and Jordan McIntyre breaks down the critical aspects of being a trustee and managing someone else's assets as a fiduciary. The attorneys clearly explain that accepting a trustee position means you're legally bound to a set of duties including loyalty, impartiality, and prude...