If you're already here, you found Trustee School while we were still building it. And I'm really glad you did. Trustee School is now officially launching with a much clearer purpose: To help the people who suddenly hear... "I'm the executor." "I'm the trustee." "I'm the health care proxy." "I have Power of Attorney." "...and now what am I supposed to do?" There are now two ways to use Trustee School: ✅ TRUSTEE SCHOOL ESSENTIALS — FREE Essentials is for anyone who has been named to one of these important roles, is helping aging parents, or simply wants to understand what may be expected of them someday. You'll learn what your role means, when your authority begins, what your responsibilities may look like, and what you should know before you're needed. Essentials will remain free. 🔒 TRUSTEE SCHOOL ACTIVE Active is for the moment the responsibility becomes real — or for anyone who wants to prepare more deeply before that day comes. Active includes: → Step-by-step fiduciary roadmaps → Executor: First 30 Days → The complete Trustee Roadmap → Power of Attorney Deep Dive → Medicaid & Money → New York-specific estate resources → Workbooks, checklists and practical guidance → Monthly Trustee School Office Hours with me 🎥 TRUSTEE SCHOOL OFFICE HOURS Active members will also be invited to our monthly live Trustee School Office Hours. This is your opportunity to bring the questions that come up while you're navigating an executor, trustee, Power of Attorney, health care agent, or aging-parent role. We'll talk through general questions like: → What should I be doing next? → What records should I be keeping? → What does this stage of an estate or trust administration usually look like? → When is it time to bring in an attorney, accountant, financial advisor, or other professional? → What questions should I be asking the professionals already helping me? Office Hours are educational rather than individualized legal advice, so we won't use them to analyze private legal matters or confidential documents.

Please choose the option that best describes your current situation.

Hey Community! Let’s test your fiduciary muscles today with a real-world scenario that happens all too often. Imagine a grandfather sets up a Special Needs Trust (SNT) to provide for his disabled granddaughter, who currently resides in an assisted living facility. He appoints his adult son as the sole Trustee. Within the first year of administration, the Trustee uses $40,000 of trust principal to purchase a brand-new, heavy-duty pickup truck. When questioned by family members, the Trustee defends the purchase, arguing: 1. He uses the truck to drive the beneficiary to her occasional specialist appointments. 2. He uses it to haul landscaping materials to maintain her property. Therefore, he claims it is a legitimate administrative expense. 🧠 The Fiduciary Challenge for You: If you were advising this trustee (or reviewing his accountings), how would you evaluate this? 1. Which specific Fiduciary Duty is at risk of being breached here? (Think about the Duty of Loyalty vs. the Prudent Investor Rule). 2. Is a vehicle purchase ever allowed under a trust, and if so, where did this trustee go completely off the rails? Drop your answers and thoughts in the comments below! Let’s see who hits the core legal distinction first. 👇

Hello All! I have uploaded a few new courses - please take some time to check them out on the Classroom page! We have organically grown to a fairly large size - so please, how can I help you? Put your questions and comments below 👇

How to start working through an accounting of assets and expenses for a trust and/or an estate.