Trustees Standard of care – Fiduciary Assurance | Litigation Support

Successor Trustees’ RED Flag: Who will be left holding the bag? Hold off accepting a new trusteeship and responsibility until fiduciary expert due diligence checks out

January 25, 2019April 21, 2020 admBreach of Fiduciary Duty, FINRA, Independent Accountants, Prudent Investment Advice, SIPC Insurance Coverage, Successor Trustees liability, Trust Asset Protection, Trustees Responsibilities

The good tidings of the holidays and beginning of 2019 new year bring with it fervent hopes for things to improve, get better and this: for switches in trustees. Concern #1 points out the obvious but as of now, nebulous, Read More …

Brokerage or Trust Account not budgeting fees, commissions and expenses; a BFD?

January 18, 2019January 21, 2019 admLeave a commentAmerican Retirees, Breach of Fiduciary Duty, Commissions Fees Expenses Budget, Fiduciary Expert, FINRA, Prudent Investment Advice, Trust Asset Protection, Trust budget, Trustees Responsibilities, Uncategorized

A budget, like lane markers on a freeway is a basic tool to help provide guidance as to the amount or range estimate for a particular or group of expenses, fees, costs, or other cash outflows. Another way to state Read More …

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Tag: Trustees Standard of care

Successor Trustees’ RED Flag: Who will be left holding the bag? Hold off accepting a new trusteeship and responsibility until fiduciary expert due diligence checks out

Brokerage or Trust Account not budgeting fees, commissions and expenses; a BFD?