Conflicts of Interest and the Duty to Use Skills

Articles, Trustee Assistance

It is essential that a trustee exercise an extreme amount of caution when dealing with the trust and its assets. The personal duties of a trustee start with the most important: never, ever, under any circumstances commingle estate funds with the trustee’s personal funds. This is an essential component of the duty to avoid a conflict of interest. A trustee must be aware of and avoid any situation that creates a conflict of interest with the terms of the trust and the duties of the trustee.

Use a Visitors Log to Keep Track of Elders’ Guest

Articles, Elder Preparedness

I developed the idea of a communications notebook when I was caring for my grandmother which became a valuable tool that helped me stay on top of her day-to-day care while ensuring she maintained a high quality of life. Visitors are a very important aspect of ensuring the elder in your care has enough social stimulation, but there may also be times when you need to curtail a situation where there is too much activity.