Delays in Providing Information Not Grounds for Removal of Trustee

Delays and what the court characterized as “poor judgment” by the trustee in responding to requests for information by the adoptive parents of the minor beneficiary of the trust were not a “serious breach of a fiduciary duty” warranting removal, but the court “strongly urged” the trustee to send the parents bank and broker statements regularly, and to promptly respond to future requests for information. Naomi Gulden Estate, 9 Fid.Rep. 256 (Lehigh Co. O.C. 2019).

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