In investing and managing trust assets, a trustee may only incur costs that are appropriate and reasonable in relation to the assets, the purposes of the trust, and the skills of the trustee.

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Terms Used In Virginia Code 64.2-786

  • Assets: (1) The property comprising the estate of a deceased person, or (2) the property in a trust account.
  • Trust: includes the assets under the control or management of the trustee. See Virginia Code 64.2-780
  • Trustee: A person or institution holding and administering property in trust.
  • Trustee: includes any fiduciary as defined in § Virginia Code 64.2-780

1999, c. 772, § 26-45.8; 2012, c. 614.