Steve Masterson

Fiduciary standards of care by individual and corporate fiduciaries; Standards for care under the Uniform Prudent Investor Act; Uniform Principal and Income Act; Standards for discretionary distributions to beneficiaries; Trust administration for conduit entities (partnerships, LLCs, and sub-S corporations); Compensatory and opportunity lost determinations; Fiduciary conflicts of interest and self-dealing; Bank trust department administrative policies; Suitability of estate and/or trust plan design and implementation.

“Mr.

Areas of Expertise