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...
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...
