John J. Pankauski is a partner with Pankauski Hauser PLLC in West Palm Beach, Florida. Mr. Pankauski has spent over 20 years of his career handling matters involving wills, trusts, estates, probates, and guardianships. His practice is limited to disputes, trials and appeals of such matters. He is AV Preeminent rated by Martindale Hubel.

1. TRUSTEES BEHAVING BADLY
WITH JOHN PANKAUSKI, ESQ.
(561) 514 – 0900
www.phflorida.com

2. DISCUSSION TOPICS
Introduction
Know Why You Are
Serving As Trustee
Read the Trust
Document
Retain Trust Counsel
They Have a Right to
Know
Your Duty to Inform &
Account
Responsibility,
Impartiality, & Good
Faith
 What’s Mine is NOT
Yours!
The Prudent Investor:
What's Your Plan?
Delegate to an
Investment Agent
Ready, Aim, Fire!
Conclusion

4. $56 TRILLION

5. 1.Know Why You
Are Serving as
Trustee

8. 2.Read the Trust
Document

12. 3.Retain Trust Counsel

17. 4.They Have a Right
to Know

20. 5.Your Duty to
Inform & Account

22. 6.Responsibility,
Impartiality, & Good
Faith

24. 7.What’s Mine is NOT
Yours!

27. 8.The Prudent
Investor: What's Your
Plan?

30. 9.Delegate to an
Investment Agent

32. 10.Ready, Aim, Fire!

37. Conclusion

39. IN CONCLUSION, REMEMBER THAT IT IS IMPORTANT
TO CONSIDER :
 Know Why You Are Serving As Trustee
 Read the Trust Document
 Retain Trust Counsel
 They Have a Right to Know
 Your Duty to Inform & Account
 Responsibility, Impartiality, & Good
Faith
 What’s Mine is NOT Yours!
 The Prudent Investor: What's Your
Plan?
 Delegate to an Investment Agent
 Ready, Aim, Fire!
 Conclusion

40. John Pankauski, Esq.
Phone:
(561)514-0900 Ext.105
Email: john@phflorida.com
Robert Hauser, Esq.
Phone:
(561)514-0900 Ext.102
Email:
hauser@phflorida.com