El texto completo de esta guía está en inglés; el resumen anterior está en su idioma. Los resúmenes de las leyes y el inglés siguen siendo la fuente de referencia.
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What may be delegated
20 Pa.C.S. §7777 provides that a trustee may delegate duties and powers that a prudent trustee of comparable skills might delegate under the circumstances, exercising reasonable care, skill and caution in selecting the agent, establishing the scope and terms of the delegation, and periodically reviewing the agent's actions.
In performing a delegated function, the agent owes the trust a duty of reasonable care; a trustee who complies with the section is not liable to the beneficiaries or the trust for the agent's decisions or actions (20 Pa.C.S. §7777).
Paying for help
A trustee is reimbursed from the trust property for expenses properly incurred in the administration (20 Pa.C.S. §7769), and the listed powers include paying the compensation of the trustee's employees and agents (§7780.6(a)(8)).
Trust directors
Some trusts give a trust director — not an agent the trustee chooses — a power of direction over investments, distributions or other matters (20 Pa.C.S. §7780.15). A directed trustee takes reasonable action to comply with the director's exercise of the power (§7780.20) and, unless the terms provide otherwise, has no duty to monitor the director (§7780.22).
Las leyes, textualmente
Reimbursement of expenses - UTC 709
20 Pa.C.S. §7769 ↗Explicación clara y sencilla; el texto literal del estatuto aún no está atestiguado en nuestra biblioteca. Consulte el estatuto oficial en el enlace de arriba.
Delegation by trustee
20 Pa.C.S. §7777 ↗Explicación clara y sencilla; el texto literal del estatuto aún no está atestiguado en nuestra biblioteca. Consulte el estatuto oficial en el enlace de arriba.
Powers of trust director and shared powers - UDTA 6
20 Pa.C.S. §7780.15 ↗Explicación clara y sencilla; el texto literal del estatuto aún no está atestiguado en nuestra biblioteca. Consulte el estatuto oficial en el enlace de arriba.
Duty and liability of directed trustee - UDTA 9
20 Pa.C.S. §7780.20 ↗Explicación clara y sencilla; el texto literal del estatuto aún no está atestiguado en nuestra biblioteca. Consulte el estatuto oficial en el enlace de arriba.
Preguntas frecuentes
Can a Pennsylvania trustee hire an investment adviser?
Yes, as a prudent trustee of comparable skills might, with reasonable care in selecting the adviser, setting the scope and terms of the delegation and reviewing the adviser's actions (20 Pa.C.S. §7777).
Who pays the professionals a Pennsylvania trustee hires?
The trust, as an expense properly incurred in the administration (20 Pa.C.S. §7769).
Is a Pennsylvania trustee responsible for an agent's mistakes?
A trustee who complies with 20 Pa.C.S. §7777 in selecting, instructing and reviewing the agent is not liable for the agent's decisions or actions.
Lecturas relacionadas
El Centro de Aprendizaje es información general sobre la ley de Pensilvania — no es asesoría legal ni sustituye el consejo de un abogado de Pensilvania con licencia sobre sus hechos específicos. TrusteeClear es software, no un bufete.