The Florida Bar states: “Serving as trustee is no simple task. While very important, the prudent investment of trust assets is not a trustee’s only responsibility. Your trustee’s exact powers and duties will depend on the instructions in your trust agreement. But, in general, your trustee will:
Your trustee may have broad powers or very limited powers. In either case, your trustee is a fiduciary and must follow a strict standard of care when performing trust functions.” If I can assist you with your estate planning needs please feel free to call me at (904)366-2703 or email me at knaugle@jaxlawteam.com.