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Avoid Trustee Surcharge: Your Fiduciary Duty Checklist

Protecting Yourself as a Trustee: Navigating Fiduciary Duties and Surcharge Risk Serving as a trustee is a serious responsibility that comes with strict legal obligations, known as fiduciary duties. A failure to uphold these standards can lead to severe personal financial penalties called a trustee surcharge. This post provides a clear, professional guide for new […]

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