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do I remove a trustee?
By The-Adviser.com -
- It is not uncommon for individuals to be upset at their trustees or
just plain dislike them. Perhaps the trustee has raised fees, held back
distributions or is not investing the trust's assets appropriately.
There are things you can do if a trustee - whether it is a financial institutes, a trust company of an individual has failed to fulfill the terms of the trust. We recommend the following:
An independent Fee-Only financial adviser can help you review your existing trustee's performance and determine what if any steps you can take.
Read your trust agreement carefully.
Then get professional help.
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