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Forensic, General & Medical
Expert Witnesses

Fiduciary Duties, Estate and Trust Administration, Prudent Investor Act, Trust/Estate Accounting

Steve Masterson

2572 E Gunnison Pl
Coeur d'Alene, Idaho 83814

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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.


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