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Tag Archives: fiduciary
Trusts, Obamacare, and the New Tax Act
Trusts, Obamacare, and the New Tax Act As pointed out in the article in Forbes, to which I’ve linked in the title of this post, both the 3.8% surcharge on investment income required by Obamacare and the tax increases on … Continue reading
Posted in fiduciary, Prudent Investor Rule, Trust, Trust Administration, trustee
Tagged fiduciary, Obamacare, Tax, trust beneficiary, trustee
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“TRUSTEE SCORECARD®” TRADEMARK REGISTRATION AWARDED
Masterson Receives Registration by US Patent and Trademark Office Serving as a Trustee of a Trust can be a daunting process for even the most well-prepared person. The personal liability for a Trustee can be overwhelming, if the Trustee is … Continue reading
Posted in Duties of Trustee, Executor, fiduciary, Prudent Investor Rule, Trust Administration, trustee
Tagged Beneficiary, Coeur d'Alene Idaho, duties of a Trustee, fiduciary, Fiduciary duties, Trust Administration, trust beneficiary, Trust company, Trust litigation, trustee, Trustee liability, Trustee Scorecard
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Selecting a Trustee: Other Considerations
What criteria do you use to choose a fiduciary or to assist a client in choosing a fiduciary? Many of us, particularly those of us who are professional advisors, are familiar with many of the legal, financial, and even risk … Continue reading
Posted in Duties of Trustee, Estate Planner, Estate Planning, fiduciary, Prudent Investor Rule, Trust, Trust Administration, trust beneficiary, trustee
Tagged corporate fiduciaries, estate planner, estate planning, Fiduciaries, fiduciary, Professional advisors, Trust, Trust officer, trustee
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PI+ Press Release
FOR IMMEDIATE RELEASE Contact: Pat Wardian Telephone: 208-664-8980 Email: pat@wardianwealth.com PERSONAL INJURY LAWSUITS HAVE NEW RESOURCE TEAM Personal Injury Plus, also known as PI+, has been formed to provide litigation support and case management for personal injury lawsuits. Personal injury … Continue reading
Advice for Executors: Get Help
Having cleaned up many messes created by people with good intentions, I highly recommend individual executors, personal representatives, and trustees obtain and follow the advice of qualified advisers. Estate Executors: An Honor…and a Pain
Posted in Executor, fiduciary, Probate, Uncategorized
Tagged Beneficiary, Estate, Executor, fiduciary, Heir, heirs, inheritance, Last Will and Testament, Personal Representative, probate, Trust, trustee
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Avoiding Heir-raising Horror Stories
Encourage your clients to plan intentionally for their children. They do their children no favors when the kids are given responsibilities for which they are unprepared. Goodbye Family Fortune
Trustees and the Attorney-Client Privilege
The fiduciary exception to attorney-client privilege is fertile ground for trust litigation. I’ve seen many situations where the attorney is advising his or her client on the same matter, with the client as the Trustee and as the beneficiary of … Continue reading
The 5 biggest mistakes a Trustee can make
This article from Barrons is a bit understated in some respects, but the points made are important ones. The Five Biggest Ways To Bungle a Trust
Couple Sues Estate Planners After Investments Wind Up in Madoff Feeder Fund
So what are the fiduciary issues in this article? When a professional adviser (e.g., an attorney, CPA, CFP, etc.) directs clients to use a specific investment manager, as well as provide some oversight with regard to the investment manager, does … Continue reading
Correct Trust Principal and Income Accounting is Critical!
Not too long ago, I was called to help out the remainder beneficiaries of a Trust. These beneficiaries were siblings and their dad had passed away. Before he died, Dad had been an income beneficiary of a separate Trust for … Continue reading
Idaho Trustee 