When you set up a trust in Ohio, one of the biggest — and most personal — decisions you’ll make is this: “Who should I choose ...

The choice of a fiduciary may have a significant impact over multiple generations and should therefore be selected with deliberation and great care. One of the most important decisions in estate ...

In the area of estate planning, the use of trusts has become so commonplace that most all estate plans utilize a trust in some manner. There are a wide variety of trusts in which practitioners utilize ...

Angelo Avena, as T Trustee and Fiduciary of the Local 338 Benefits Trust Fund, as Trustee and Fiduciary of the Local 338 Annuity Trust Fund, Elena Dundon, as Trustee and Fiduciary of the Local 338 ...

The Southern District of Texas’ decision in Occidental Petroleum Corp. v. Wells Fargo Bank, N.A, No. CV H-21-1126, 2022 WL 3566939, at *1 (S.D. Tex. Aug. 18, 2022), solidified that while COVID-19 may ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Here is a scenario that is entirely legal today in multiple U.S. states. A ...

Plan sponsors considering collective investment trusts for their 401(k) plans should focus on the product provider’s CIT governance policies and procedures, according to industry experts. A Wilmington ...

BOSTON--(BUSINESS WIRE)--Fiduciary Trust Company (“Fiduciary”), a Boston-headquartered private wealth management firm, is pleased to announce that Suma V. Nair, JD, will be joining the firm as Chief ...

A trustee is responsible for managing the assets held in the trust on behalf of its beneficiaries. If you're the beneficiary of a trust, you may find it necessary to remove the trustee if you believe ...