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Video: Trustee accounting and investment issues, January 2019

In this segment of their ongoing video series, Ray Prather of Prather Ebner LLP discusses how a trustee’s lack of accounting and investment knowledge could be detrimental to beneficiaries. 

For example, leaving money in a checking account versus investing it can be an expensive mishandling of assets. Trustees should be particularly aware of two areas:

- Investing trust property 

- Accounting to the beneficiaries. 

Dustin DuBois