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Vt. Stat. Ann. tit. 14A, § 708

Compensation of trustee

Showing this section's text as in effect on July 1, 2021 (in force July 1, 2021 – June 1, 2022). View current text →

(1) If the terms of a trust do not specify the trustee's compensation, a trustee is entitled to compensation that is reasonable under the circumstances.

(2) If the terms of a trust specify the trustee's compensation, the trustee is entitled to be compensated as specified, but the Probate Division of the Superior Court may allow more or less compensation if: the duties of the trustee are substantially different from those contemplated when the trust was created; or

(3) the compensation specified by the terms of the trust would be unreasonably low or high.

(4) Factors for the Probate Division of the Superior Court to consider in deciding upon a trustee's compensation shall include: (c) (1) Factors for the Probate Division of the Superior Court to consider in deciding upon a trustee's compensation shall include: the size of the trust;

(5) the nature and number of the assets;

(6) the results obtained;

(7) the time and responsibility required;

(8) the expertise required;

(9) any management or sale of real property or closely held business interests;

(10) any involvement in litigation to protect the trust property;

(11) the fee customarily charged in the locality for similar services;

(12) the experience, reputation, and ability of the person performing the services;

(13) the effect that the particular employment may have on the ability of the person employed to engage in other employment;

(14) the time limitations imposed by the trustee or by the circumstances; and

(15) other relevant factors.

(16) The order of the factors in this subsection does not imply their relative importance. Added 2009, No. 20, § 1; amended 2009, No. 154 (Adj. Sess.), § 236, eff. February 1, 2011.

Official source: Vermont General Assembly. Reproduced from public-domain Vermont statutes; confirm against the official source for the current text. Not legal advice.