The Trustee Primer: A Guide for Personal Trustees
By Patricia M. Angus, Esq.
Reviewed by Myra Salzer
Simple, clear, un-intimidating. This is a book I will give to anyone I know who has been asked – or is asking someone – to be a personal trustee of a trust. It is written for the beginner – the person who may not even know what a trust is. This approachable book simply reviews the process, duties, risks, and rules of filling that role. It is without bias.
Authored by Patricia M. Angus, Esq., a notable former estate attorney who now both consults with families of wealth and teaches at Columbia University, this book neither encourages nor discourages one from becoming a trustee. Her only purpose is to inform the potential trustee so s/he can decide whether or not to take on the responsibility with his/her eyes wide open.
The Trustee Primer is available in paperback and as a Kindle download. Order your copy from the Angus Advisory Group’s website at angusadvisorygroup.com or from Amazon.