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Many trust instruments provide for the removal of the original trustee. All the following are valid reasons for removal of a trustee EXCEPT:
Suggested Answer: A
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43 comments · newest first
RO
Roxane
10 months ago
D doesn't seem like a strong reason either, honestly.
VE
Vesta
11 months ago
Wait, moving to another state means removal? That seems off.
FR
Freeman
11 months ago
I think C could be a valid reason, though.
CH
Charlesetta
11 months ago
Totally agree, B is not a valid reason at all!
CA
Carey
11 months ago
A shift in trust situs sounds legit for removal.
AL
Albina
12 months ago
I think B is definitely not a valid reason. Just because the beneficiary is doing well with investments doesn't mean they should take over the trust.
MI
Mi
12 months ago
I practiced a similar question where beneficiary conflicts were a reason for removal, so C feels like it could be valid too.
BR
Brett
12 months ago
I'm not sure about D. Moving to a different state doesn't seem like a strong reason to remove a trustee.
TE
Teri
1 year ago
I remember discussing how a shift in trust situs can be a valid reason for removal, so I think A might be correct.
LA
Laticia
1 year ago
Hmm, the beneficiary not getting along with the corporate trustee seems like a pretty common reason for removal. I'm leaning towards that being the exception, but I'll double-check the other options just to be sure.
JE
Jesus
1 year ago
Ah, I think I've got it. The beneficiary being successful with investments and wanting to manage the trust assets themselves - that's the one that's not a valid reason for removal, right?
KI
Kimi
1 year ago
Okay, let's see here. A shift in trust situs due to changes in law seems like a valid reason for removal, so that can't be the exception. I'll have to think this through.
DO
Dona
1 year ago
Hmm, this looks like a tricky one. I'll need to carefully consider each option and think about the key factors for removing a trustee.
DO
Dominque
1 year ago
I'm a bit unsure about this one. The options seem pretty similar, so I'll need to reread the question and really focus on the key differences between them.
VE
Velda
1 year ago
Okay, the key here is identifying the main disadvantage. I think option C captures that well - the high level of dependency on the service integrator adds risks to continuity. That seems like the most significant downside.
RE
Reta
1 year ago
Wow, these trust questions really tie me up in knots. I need to 'untrust' myself from this exam.
CR
Cruz
1 year ago
C) The beneficiary is not able to get along with the present corporate trustee.
IR
Irene
1 year ago
B) The beneficiary has been successful with investments and wants to manage the trust assets.
DO
Dolores
1 year ago
A) A shift in trust situs is desirable because of changes in law.
TA
Tammara
1 year ago
I guess the beneficiary can't 'trust' the trustee anymore. Get it? Trust? Trustee? Ah, I kill me.
SU
Susana
1 year ago
I'm stumped on this one. Maybe the answer is A? A shift in trust situs due to changes in law doesn't seem like a valid reason to remove the trustee. They should be able to adapt, right?
HY
Hyun
1 year ago
C) The beneficiary is not able to get along with the present corporate trustee.
HA
Harrison
1 year ago
B) The beneficiary has been successful with investments and wants to manage the trust assets.
TW
Twana
1 year ago
A) A shift in trust situs is desirable because of changes in law.
SI
Simona
1 year ago
C is the answer. The beneficiary not getting along with the corporate trustee is definitely a valid reason for removal. Gotta keep the peace, you know?
TA
Tamar
1 year ago
C) The beneficiary is not able to get along with the present corporate trustee.
MY
Myong
1 year ago
B) The beneficiary has been successful with investments and wants to manage the trust assets.
CL
Clorinda
1 year ago
A) A shift in trust situs is desirable because of changes in law.
AS
Ashlyn
1 year ago
I'm going with D. The beneficiary moving to a distant state shouldn't be a valid reason to remove the trustee. The trustee's location doesn't really affect their ability to manage the trust.
ER
Ernie
1 year ago
Exactly, it's more about their ability to manage the trust effectively.
TO
Tonette
1 year ago
Yeah, the trustee's location shouldn't matter as long as they are competent.
LA
Latrice
1 year ago
I agree with you, D doesn't seem like a valid reason to remove the trustee.
NA
Nakisha
1 year ago
C) The beneficiary is not able to get along with the present corporate trustee.
CE
Ceola
1 year ago
B) The beneficiary has been successful with investments and wants to manage the trust assets.
DA
Darrin
1 year ago
A) A shift in trust situs is desirable because of changes in law.
TU
Tu
1 year ago
But what about A and C? Those seem like valid reasons too.
BU
Buddy
1 year ago
I disagree, I believe the answer is D.
TU
Tu
2 years ago
I think the answer is B.
ME
Merrilee
2 years ago
Hmm, I think the answer is B. The beneficiary being successful with investments and wanting to manage the trust assets doesn't seem like a valid reason to remove the trustee. The other options all make sense as valid reasons.
TO
Toi
1 year ago
D) The beneficiary has moved his or her residence to a distant state.
GO
Goldie
1 year ago
C) The beneficiary is not able to get along with the present corporate trustee.
JO
Johana
1 year ago
B) The beneficiary has been successful with investments and wants to manage the trust assets.
HE
Helene
1 year ago
A) A shift in trust situs is desirable because of changes in law.