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Some of the reasons why most people do not want a corporate trustee involved in their personal affairs and with their trust.

Having an estate plan in place is all well and good, notwithstanding one particular caveat: choosing the wrong fiduciary can be a recipe for disaster.

What’s behind this trend? Here are four reasons corporate fiduciaries are shying away from administering special needs trusts.

It is natural for individuals to want to help their friends and family members in times of need, and doing so can be a healthy way to nurture those important relationships. However, establishing realistic boundaries is also important in healthy relationships.

“Probate Code Sections for Successor Trustees” Presentation by Trevor Murphy & Peter Kote for the fall 2020 workshop series

“things to do when a person dies” – 39 point Checklist

Some with private equity owners, focused on making money, were particularly ill equipped and understaffed to handle Covid-19.

Well-structured emotional boundaries include limits, consequences, and consistent enforcement.

JPMorgan Chase & Co. was ordered by a Dallas jury to pay more than $4 billion in damages for mishandling the estate of a former American Airlines executive, but the verdict will probably be knocked down on appeal.

Occasionally, an individual client family member will do whatever it takes to cause trouble, becoming the lightning rod that others circle round to attack. I like to call these individuals “Stingers.”