A fiduciary bond acts as a financial guarantee by ensuring a fiduciary acts in the best interest of the party the fiduciary ...

When an adult inherits money, there is often freedom in how they can use it, unless specified otherwise through a will or ...

For many clients, the inclusion of revocable and/or irrevocable trusts as part of their overall estate plan is an important feature. Revocable trusts can allow for probate avoidance and estate tax ...

The choice of a fiduciary may have a significant impact over multiple generations and should therefore be selected with deliberation and great care. One of the most important decisions in estate ...

NY courts are emphasizing transparency and fiduciary duty in trusts and estates. Trustees controlling corporate assets must account for LLCs; fiduciaries who mismanage or self-deal can be surcharged.

Wealth and celebrity provide no immunity from the burdens of fiduciary responsibility. The more complex an estate or financial portfolio, the greater the opportunity for fiduciary breaches—whether ...

The coming decade is shaping up to be the most contentious in U.S. trust and estate history. Baby Boomers and the Silent ...

Appointing SEI as fiduciary manager gave the trustees of the Schneider Electric pension schemes the confidence and the ...

Jimmy Buffett's widow has accused her late husband's financial adviser of failing to administer the singer's multimillion-dollar trust in good faith and ignoring what she believed were her best ...