Discover the keys to effective trustee responsibilities and gain additional valuable insights from our President and Trust Executive, Timothy Borchers. This seminar was held at our Learning Center in Medfield and offered by zoom.
Topics covered:
00:00:00 - Introduction, What is a trust? What types of trusts are there?
00:06:32 - What is a trustee?
00:15:25 - What are a trustee’s responsibilities (the Four C’s),
00:39:38 - Are Trust Accountings required and are they hard to do?
00:48:22 - Can a trustee be liable for mistakes?
00:49:15 - Who makes a good trustee? (learn what T.R.U.S.T.E.E. stands for)
