Release and indemnification of a trustee: Best practice recommendations for practitioners
By Anthony L. Engel & Kelli Chase Plotz
Trusts and Estates,
October 2016
Acting as Trustee can be a risky endeavor. Practitioners can help protect Trustees (and encourage qualified parties to act as Trustee) by explicitly authorizing a Trustee to request a release and indemnification in their trust documents. Some statutory changes could be helpful, as well.
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