Serving as trustee is a position that should not be taken lightly.
Trusts are established with different criteria and personalized to the specific needs of the grantor. Some trusts may terminate soon after the death of the grantor, while others may not.
When a remainder beneficiary is designated, he or she is entitled to receive the trust principal after the need to provide income to the beneficiary is no longer required. At that point, the trustee transfers the amount remaining in the trust to the remainder beneficiary.One of the basic rules of trust administration is that the trustee must act as a prudent investor.
— Investment restrictions: Are there investment restrictions that need to be addressed in the portfolio allocation, such as, ethical, environmental, social and governance screens? A trust can hold a variety of different assets, including stocks, mutual funds, exchange-traded funds, real estate investment trusts, businesses, municipal bonds, real estate, cash, and other property. Successful investing often requires a careful and objective weighing of several factors by the trustee.
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