---
title: Understanding The Duties Of A Trustee In Administering a Trust
description: By Sidney Kess and Edward Mendlowitz The CPA Journal June 2019 Trusts enable individuals to ensure…
---

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# [Understanding The Duties Of A Trustee In Administering a Trust](https://kostelanetz.com/publications/understanding-the-duties-of-a-trustee-in-administering-a-trust)

 Written by [Kostelanetz LLP](https://kostelanetz.com/publications/author/kostelanetz-llp) | Jun 3, 2019

By [Sidney Kess](https://kostelanetz.com/profile/sidney-kess/) and Edward Mendlowitz  
*The CPA Journal*  
 June 2019

Trusts enable individuals to ensure the financial health of loved ones long after they are gone, but only if they are properly set up and administered. Trustees bear a great personal responsibility in ensuring that the trust is handled properly.  [Sidney Kess](https://kostelanetz.com/profile/sidney-kess/) and Edward Mendlowitz detail the different types of trusts, their taxation, and the trustee’s responsibilities, providing both planning strategies and advice for administering trusts after they take effect.

***

CPAs will occasionally encounter a client who is called upon to be a trustee and or to advise someone in that position and responsibility. In a previous CPA Journal article, “[Preparing for a Spouse’s Death from a Financial Perspective](http://bit.ly/2X3jUMx),” the authors described how to set up a trust before death and what needs to be done to administer the estate. This article will discuss the actual handling of a trust, including what happens after the estate transfers assets to the trust.

[…]

Published with permission from *The CPA Journal*.

Click [here](https://www.cpajournal.com/2019/06/03/understanding-the-duties-of-a-trustee-in-administering-a-trust/) for the full article.

[View full post](https://kostelanetz.com/publications/understanding-the-duties-of-a-trustee-in-administering-a-trust)

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