Serving as a trustee or advisor to trusts presents unique professional, legal, and fiduciary challenges. In today’s increasingly litigious environment, CPAs and financial professionals must understand the risks associated with trustee engagements and implement effective strategies to manage them. This webinar explores the legal expectations placed on trustees, how juries evaluate trustee conduct, and the practical steps professionals can take to reduce exposure from the outset of an engagement. Participants will examine common risk areas involving co-trustees, beneficiaries, deceased grantors, and other advisors, while learning proven approaches to identify, assess, and mitigate liability risks throughout the trust administration process.