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Acting vs Retiring as a Trustee: Why Capacity Assessments Must Treat Them Differently
The decision to act as a trustee is far more cognitively demanding than the decision to retire—and assessing together isn't good

Ben Slater
Mar 282 min read


When is it Time to Step Down? Understanding Capacity to Retire as a Trustee
Navigating the responsibilities of a trustee can be demanding, mentally and emotionally. As trustees age or experience cognitive changes, it may become necessary to evaluate whether they retain the mental capacity to continue in their role. In this blog, we will explore the essential aspects of capacity to retire as a trustee, the relevant legal framework, and key case law shaping these decisions in 2025. The role of a trustee carries significant legal and financial responsi

Team Nellie
Jul 17, 20242 min read
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