trustee-estate planning

Trustees Beware: Don’t Be a Rubber Stamp

While it’s an honor to be invited to serve as trustee of a trust, it’s also a burden. As the recently decided case of Greenberg v. Greenberg shows, it can create liabilities that lead to litigation that long survives the deaths of the trustees.

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How Many Agents Do You Have?

We create many agency relationships — trustee, health care proxy, durable power of attorney — often without being aware of the roles we fill or who fills them for us.

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