Trust Beneficiary as Sole Trustee

When trust document specifically excluded son from discretionary distribution decisions for son’s trust, son may be appointed to serve as a trustee but may not be the sole trustee. It was proper for the corporate trustee who had been appointed to serve “at will” to raise this issue, to delay distributions to the new trustees, and to continue to receive compensation for administering the trust until the issue had been resolved by the court and the account of the corporate trustee had been approved. Griggs Revocable Trust, 9 Fid.Rep.3d 85 (Chester Co. O.C. 2019).

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