For the Trustee's Ears Only
The attorney-client privilege protects communications between clients and their attorneys by prohibiting their disclosure and admissibility in a judicial...
Being a Fiduciary in the Age of Uncertainty
The interplay among tax laws, investment performance and a beneficiary's wellbeing shapes a fiduciary's responsibilities. When a trustee distributes assets...
Situs at a Glance*
USRAP Uniform Statutory Rule Against Perpetuities GST generation-skipping transfer POA power of appointment bp bonus points PFTC private family trust...
Which Situs is Best in 2012?
The combination of the generous $5 million gift, estate and generation-skipping transfer (GST) tax exemptions (adjusted for inflation) provided in the...
Trusts That Cry for Attention
Over the past several years, a number of state law changes have caused the issue of trust modification/reformation1 to garner more and more attention...
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
