Trust Administration Process

McPherson Law Offices ESTATE PLANNING, ESTATE & TRUST ADMINISTRATION & LITIGATION. REAL ESTATE AND ELDER LAW ATTORNEYS • • Step 2: The Trustee Trustees' Duties Fiduciary Duty Compliance with Trust Terms & Distributions • Prudent Investor Rule • Accountings . Taxes McPherson Law Offices ESTATE PLANNING, ESTATE & TRUST ADMINISTRATION & LITIGATION, REAL ESTATE AND ELDER LAW ATTORNEYS • • Step 2: The Trustee Review the trustee's powers in the instrument Review the trustee's powers as delineated in the Trust and Trustees Act 760 ILCS 5/4.1 - 4.26 4/19/2017 7

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