Being chosen to act as a trustee is a vote of confidence in your ability as well as a big responsibility. Margolis & Bloom, Wellesley and Boston, MA, 02481
Choosing a Trustee for A Child’s Special Needs Trust
What happens when a trustee’s duties are breached and he starts transferring funds for their own benefit? Margolis & Bloom, Wellesley, MA, 781-705-6400
Grantors should provide a written statement of their wishes to trustees. Blog post from Margolis & Bloom, Wellesley, MA, 781-705-6400
The Massachusetts Appeals Court concluded that a custodian holding an individual retirement account, or IRA, has contractual and fiduciary duties to the beneficiaries, reversing the dismissal of case brought against UBS for failure to distribute IRA proceeds.