Trustee’s Duty to Deal Impartially with Beneficiaries

Articles, Trustee Assistance

The duty of loyalty includes the duty to deal impartially with all beneficiaries. This can be especially challenging if there are many beneficiaries each with different wants and needs. It is further complicated when the trustee is also a beneficiary. Above all, the terms of the trust dictate how the trustee must proceed with regard to the beneficiaries. When the trust documents are not explicit the trustee must use their best judgment to perform his job.

Communications Notebook: Tab 2 Daily Meal Schedule

Articles, Elder Preparedness

When I was taking care of my grandmother I developed a communications notebook as a tool to help her day-to-day caretakers and myself manage her quality of life. In the past two newsletters I covered the overall purpose of the communications notebook and the Weekly Activity Schedule included in Tab 1. This month I will address the second tab, which includes the Daily Meal Schedule.