- virtual presentation via Zoom
Wednesday, Apr, 07, 2021
[virtual presentation via Zoom] D230/Lincoln Way District
Tuesday, May, 11, 2021
Planning for the Future for Children and Adults with Intellectual and/or Developmental Disabilities Virtual Webinar Series 5/11/21
Tuesday, Jun, 08, 2021
Planning for the Future for Children and Adults with Intellectual and/or Developmental Disabilities Virtual Webinar Series 6/8/21
Tag Archives: fiduciary duties
Trusts: The Basics
People just beginning their future planning may hear many terms thrown around by their relatives and attorneys: trust, beneficiary, settlor, and more. For those unfamiliar with trusts, the many different words used to describe them can be quite confusing. This …
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Trustee Fiduciary Duties, Part 2
Trustees have fiduciary duties to beneficiaries of trusts that they oversee. The duty to account and the duty to invest and manage trust assets prudently are two very important fiduciary duties that are difficult for many family member trustees to …
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Risks of Leaving Your Estate to Your Special Needs Child’s Sibling
When making your estate plan, be aware that there are substantial risks to leaving your estate to the sibling of your child with special needs. Sometimes, doing so seems like the least complicated solution – the sibling can use funds …
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