Naming a family member as trustee often feels like the natural choice. They know your values, understand your family dynamics, and may be well-positioned to carry out your wishes. However, serving as trustee is a significant responsibility.
A trustee is responsible for managing trust assets, following the terms of the trust, keeping accurate records, making distributions, and acting in the best interests of all beneficiaries. These duties require time, organization, sound judgment, and the ability to remain fair, especially when family disagreements arise.
Before choosing a trustee, consider whether your selected individual has the skills and availability to take on the role. Buckley Fine’s attorneys can guide them as trustee and help with all the related legal and tax responsibilities. In some situations, appointing a professional trustee may be the better option. Selecting the right trustee is an important part of any estate plan and can help ensure your wishes are carried out while reducing the potential for future conflict.
If you have questions about selecting a trustee or have been named as a trustee and need guidance, our team is here to help. Contact a Buckley Fine Law attorney by calling 847-381-0011 or emailing attorneys@buckleyfinelaw.com.
Linda S. Fine and Michael P. McElroy Contribute to IICLE® 2026 Edition
Linda S. Fine and Michael P. McElroy co-authored the chapter “Obtaining Assistance from the Court” in the 2026 Edition of Trust Administration, published by the Illinois Institute for Continuing Legal Education (IICLE®). Their chapter addresses how to seek court guidance during a trust administration, including key considerations under the Illinois Trust Code.
Linda and Michael’s contribution reflects Buckley Fine’s continued involvement in advancing education and resources for attorneys and professionals navigating complex trust matters. Learn more about our trust administration team at Buckley Fine Law.