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.
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
Case involving special needs trust payment for voodoo cure demonstrates challenges facing trustees. Margolis & Bloom, Wellesley and Boston, MA, 02481
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.
Choosing a Trustee for A Child’s Special Needs Trust
Serving as trustee is a big responsibility; follow these 10 simple steps to prevent problems from arising. Margolis & Bloom, Wellesley, MA, 781-705-6400
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
Professional trustees more than justify their fees by providing many valuable services. 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.
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Margolis Bloom & D’Agostino
100 William Street, Suite 220
Wellesley, MA 02481
781-705-6400
Boston: 617-267-9700
Norwood: 781-769-3110
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Jennifer Pilcher Ph.D, head of Clear Guidance Consulting and Care Management. This program will help you learn how to help your clients and their families detect, evaluate, and approach suspected cognitive impairment.
