đź“‹ Key Takeaways Choosing a trustee based on love alone is one of the most common — and costly — mistakes families make. A good trustee must be organized, financially savvy, compassionate, fair, firm, and available. Family member trustees can work beautifully in functional families, but can devastate relationships when dynamics are already strained. Professional (corporate) trustees are often the smarter choice when conflict is likely. Florida’s diverse communities — including many families in Orlando, Winter Park, Windermere, and across Orange, Seminole, Lake, and Osceola Counties — face a specific pitfall: naming a non-citizen trustee, which can trigger serious tax consequences. Clear “rules of the road” written into the trust document give trustees documented authority to say no — and protect them from being blamed personally for doing so. Successor trustees, professional support teams, and honest conversations about beneficiary weaknesses are all essential parts of getting trustee selection right. Introduction…
