{"id":11070,"date":"2024-11-24T20:50:41","date_gmt":"2024-11-25T01:50:41","guid":{"rendered":"https:\/\/resources.evans-legal.com\/?p=11070"},"modified":"2025-04-10T08:44:07","modified_gmt":"2025-04-10T12:44:07","slug":"trustee-may-be-surcharged-for-benefit-from-self-dealing","status":"publish","type":"post","link":"https:\/\/resources.evans-legal.com\/?p=11070","title":{"rendered":"Trustee May Be Surcharged for Benefit from Self-Dealing (OC)"},"content":{"rendered":"\n<p>When a trustee engages in an act of self-dealing by using trust assets as collateral for loans taken out for the benefit of the trustee and his family, the court may impose a surcharge based on the benefit to the trustee and his family even though there was no loss to the trust and no profit to the trustee personally. <em>Cameron Trusts<\/em>, 2 Fid.Rep.4th 205 (Bucks O.C. 2024), <em>aff&#8217;d<\/em>, <a href=\"https:\/\/www.pacourts.us\/assets\/opinions\/Superior\/out\/J-A24030-24o%20-%20106333466306937280.pdf\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">2025 PA Super 82<\/a>, 830 EDA 2024 (Pa. Super. 4\/9\/2025).<\/p>\n","protected":false},"excerpt":{"rendered":"<p>When a trustee engages in an act of self-dealing by using trust assets as collateral for loans taken out for the benefit of the trustee and his family, the court may impose a surcharge based on the benefit to the &hellip; <a class=\"more-link\" href=\"https:\/\/resources.evans-legal.com\/?p=11070\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"pmpro_default_level":"","footnotes":""},"categories":[34],"tags":[732,161],"class_list":["post-11070","post","type-post","status-publish","format-standard","hentry","category-opinions","tag-self-dealing-2","tag-surcharge","pmpro-has-access"],"_links":{"self":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/11070","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=11070"}],"version-history":[{"count":3,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/11070\/revisions"}],"predecessor-version":[{"id":11431,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/11070\/revisions\/11431"}],"wp:attachment":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=11070"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=11070"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=11070"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}