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Latest Blog Posts

3 Financial Guidelines for Trustees

Posted on: April 24th, 2017
Trustees have a fiduciary duty to impartially administer the trust with care and loyalty. The guidelines discussed below can help to ensure that a trustee is not found in breach of their duty. The consequences of violating a fiduciary duty are broad, ranging from penalties and damages to possible felony charges....

3 Mistakes to Avoid as Trustee

Posted on: April 21st, 2017
While a trustee might attempt to navigate trust administration independently, a lack of professional guidance could contribute to mistakes. These blunders could eventually develop into court proceedings (and related court costs), fines, penalties, and/or removal....

What to Know if You’re Executor of a DIY Will

Posted on: April 20th, 2017
Provisions in DIY wills can increase administrative expenses in probate, and can also cause estate administrative problems for executors. ...

Trust Administration Checklist for Revocable Living Trusts

Posted on: April 19th, 2017
Upon the death of the trust grantor, a successor trustee must manage several pressing matters. Our trust attorneys prepared a brief checklist below that can help successor trustees to navigate the initial stages of trust administration....

2 Ways Trust Drafting Has Changed

Posted on: April 13th, 2017
Legislation and drafting issues have prompted changes in trust drafting methods. Over the past few decades, shifts in trust drafting techniques have helped to prevent trust administration issues and preserve the best interests of beneficiaries....

Fiduciary Standard: Prudent Investor Rule

Posted on: April 12th, 2017
Trustees are held to fiduciary standards. One of the fiduciary standards that trustees are held to is the Prudent Investor Rule....


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