Question 1

Do you understand the terms of the trust agreement and can you explain them to the trust’s beneficiaries?

Answer

I am amazed at how often trustees want to ignore or avoid the terms of a trust. All beneficiaries of the trust have a right to expect that the terms of the trust will be carried out as directed in the document.  The successor trustee does not have the ability to change the trust's beneficiaries or to amend the terms of the trust, except in very specific circumstances.