Exposing the Trust Protector
There's little question about the newfound popularity of trust protectors, which they're undoubtedly enjoying. And why not? They're entitled to a fee...
Liable or Not?
With litigation on the rise, fiduciaries and their advisors are striving to reduce or eliminate risk and understand how time-worn fiduciary principles...
Statements of Wealth Transfer Intent
A deceased client can't comment on how his remaining personal property should be transferred. Is it any wonder then that the pre-death writing of a client's...
FIDUCIARY PROFESSIONS
It's well accepted that under the Uniform Prudent Investor Act, a trustee's investment and management decisions regarding individual assets must be evaluated...
Decanting: A Statutory Cornucopia
In certain circumstances, trustees may want to change the terms of an irrevocable trust. This can be accomplished by decanting, which typically refers...
More Fiduciary Professions Articles
Related Links
American Bankers Association
www.aba.comFrom the website: "The American Bankers Association brings together banks of all sizes and charters into one association. ABA works to enhance the competitiveness of the nation's banking industry and strengthen America's economy and communities. Its members – the majority of which are banks with less than $125 million in assets – represent over 95 percent of the industry's $12.7 trillion in assets and employ over 2 million men and women."
California's Professional Fiduciaries Bureau
www.fiduciary.ca.govThe Professional Fiduciaries Bureau was created when Senate Bill 1550 (Figueroa, Chapter 491, Stats. 2006) was approved by the Legislature and signed into law by Governor Arnold Schwarzenegger in 2006. The Bureau's mandate is to license and regulate non-family member private fiduciaries, including conservators, guardians, trustees and agents under durable powers of attorney as defined by the Professional Fiduciaries Act. Are You a Professional Fiduciary?
Florida Probate & Trust Litigation Blog
www.flprobatelitigation.comPublished by Juan C. Antenez of Stokes McMillan Maracini & Antúnez. News, cases and resources.
The New York Probate Litigation Blog
www.nyprobatelitigation.comPublished by Philip M. Bernstein of P M Bernstein P.C. in Garden City, N.Y. From the website: "This blog is intended to help address this situation by providing information about probate and estate law and litigation in New York.It will include a mix of articles, relevant state court decisions and links to other related websites. We hope to provide assistance to the non-lawyer looking for basic information about New York probate law as well as to out-of-state attorneys with clients having estate issues in New York."
The Fiduciary Professions Committee
Gail E. Cohen (chair)
Fiduciary Trust Company InternationalJohn T. Brooks
Foley & Lardner LLPBarbara B. Ferguson
Thompson & Knight LLPR. Hugh Magill
The Northern Trust CompanyComplete list of the Trusts & Estates Editorial Advisory Board
