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  1. J

    Guide me on being a better Trustee for my brothers inheritance

    @hitch0403 I was given no limits other than my fiduciary duty to the beneficiary. I intend to give my brother a choice, accept my terms or I will resign and he can deal with someone else which I strongly suspect would be a worse outcome for him. Your comment about litigation would seem to...
  2. J

    Guide me on being a better Trustee for my brothers inheritance

    @vadoons It isn't really the financial planning that is the issue. It's how to act like a professional and hold my brother to a budget. I've already decided to start charging fees, that way the fund will deplete more quickly and maybe he'll get the message. Unknown to him, the fees will be...
  3. J

    Guide me on being a better Trustee for my brothers inheritance

    @vadoons I've found using reddit is a good way to formalize my thoughts and I have gotten a lot of good advice, especially on financial matters. I'm good enough and wise enough to know the difference (most of the time) Your advice to stay away from Reddit is actually good advice for example...
  4. J

    Guide me on being a better Trustee for my brothers inheritance

    I've been managing my brothers finances for over a decade and also a Trust for his inheritance for the last year. I'm running into some difficulties with the Trust. My brother is irresponsible with money dur to a lifetime of poverty and mental health issues. I had arranged for my parents to...
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