The Continuing Legal Education Society of British Columbia
Practice Points

What It Means to Be a Trustee: A Guide for Clients Acting as Fiduciaries
Authors: Michelle L. Isaak, with assistance from Jeffrey Bichard, Articled Student, both of Davis LLP, Vancouver, BC,

In this paper written for the recent CLEBC course: Trusts: The Multi-Faceted Estate Planning Tool, Michelle L. Isaak, with assistance from Jeffrey Bichard,provide an overview of the duties all prospective and
existing trustees should be aware of regarding the exercise of the office of trustee, in a format for practitioners to use as a guide when advising clients.

Click here to view a pdf version of the paper.

The full collection of course materials is available in print.