Trust but Verify: What Every Caregiver Needs to Know About Trustee Responsibilities - EP 150

Startling fact: Being named a trustee isn’t just about helping a loved one—it’s a legal role that can put your own financial future at risk if mishandled.https://www.caregiverrelief.com/trust-but-verify-what-every-caregiver-needs-to-know-about-trustee-responsibilities-with-linda-mac-dougall-episode-150In this episode, Diane Carbo connects with Linda Mac Dougall (Holistic Health Practitioner & Advocate) to navigate the complex world of trusts, estates, and patient advocacy.We discuss:🛑 The "Double Role" Trap: Why being both the primary caregiver and the trustee is a recipe for burnout and liability.✍️ The "Handwritten" Mistake: A real-life horror story about how a non-notarized note nearly sent an estate into probate.💵 Financial Guardrails: What "commingling funds" means and why it can land you in court.🗣️ Advocating for Dignity: How to speak up when facilities try to cut corners on hygiene or safety (like removing wheelchair seatbelts).