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How to Protect Yourself from Claims of Self-Dealing When Serving as a Trustee

How to Protect Yourself from Claims of Self-Dealing When Serving as a Trustee

Apr 5, 2022 | Insights

What Is Self-Dealing in Trust Administration? A trustee usually has quite a bit of discretion in their management of a trust’s accounts, money, and property (known as assets). At the same time, as a fiduciary, a trustee also owes the trust’s beneficiaries a duty of...

Statements of Intent or Purpose in Estate Planning Documents

Mar 16, 2022 | Video

https://youtu.be/XTgIqrQvSEw

Selling a Deceased Loved One’s Real Estate: Things You Need to Know

Jun 23, 2021 | Video

https://youtu.be/j7RW4LlKi6A

How to Handle Savings Bonds in Estate Planning and at Death

Feb 10, 2021 | Video

https://youtu.be/H-qRTubri6s
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