Trustee Powers & Limitations: Operating Lawfully Within Authority Vol 7

Private Trustee Education Series A trustee’s greatest strength lies not just in their authority—but in knowing the boundaries of that authority. Volume 7: Trustee Powers & Limitations equips you with a clear understanding of the scope of your lawful role, so you can operate with confidence, avoid liability, and uphold the integrity of the trust. Inside this volume, you'll learn: The source and scope of trustee powers based on trust law, trust deed, and private contract How to identify actions that are ultra vires (outside your authority) and avoid personal liability When and how to exercise discretion, delegate authority, or defer to other fiduciaries How to document your actions properly with trustee resolutions and fiduciary notices Real-world examples of trustees who violated their boundaries—and the consequences they faced This is essential training for trustees who want to lead lawfully, uphold their fiduciary oath, and protect the beneficiaries and trust corpus through measured, informed decision-making. 📎 Includes: trustee authority checklist, power delegation templates, resolution samples, and scope of authority scenarios.