Courts clarify how to properly use the power to adjust and the ability to make a unitrust election

The April 1 deadline only applies to the year after clients turn 70 ½....

Seven things fiduciaries should know

Florida court considers whether the “lodestar” method applies to determine trustee fees

Finding flexibility in the fiduciary toolbox

Have we gone too far in exculpating fiduciaries?

The perfect storm or clouds on the horizon?

An alternative to directed trusts

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