Execution and Signing of Estate Bonds

Execution and Signing of Estate Bonds

Today, I want to talk about the execution and signing of estate bonds or any fiduciary bond such as a trustee bond for a supplemental needs trust, administration of an estate or a guardianship, and the problems that arise when you have more than one fiduciary. In most...
Bonding in Fiduciary Matters

Bonding in Fiduciary Matters

Clients in the past have asked us about what issues might prevent their client from obtaining a bond from a fiduciary perspective. Prominent among them are: Recent bankruptcies/poor credit, Disputes with family members — especially when the fiduciary matter is related...