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Trustee Investing Traps

The most common pitfalls and how to avoid them.

In the book Dune, Leto advises a young Paul, “Knowing where the trap is—that’s the first step in evading it.” Serving as a trustee is a great honor and a great responsibility. Often, trustees are family members or close friends of the individual creating the trust, and they want to help those they care about. However, they’re often unaware of the duties and responsibilities that come with the role and investing trust assets. Even the most experienced professional trustees can be

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