by David Long | Mar 9, 2023 | Articles
Whether you are the trustee, settlor, or beneficiary of a private trust, changing circumstances over the passage of time can present unforeseen challenges to the ultimate fulfillment of the purpose of the trust. Such challenges can, rightly or wrongly, place trustees...
by David Long | Jan 26, 2023 | Articles
Special Needs Trusts are a specific type of trust generally designed to provide special protection for a vulnerable beneficiary and ensure that the beneficiary does not lose public benefits due to receipt of income or other distributions from the trust. Thus, Special...
by David Long | Jan 25, 2023 | Announcements
Our newest member benefit, eNotaryLog, provides nationwide remote online notarization (RON) and electronic signature solutions through its cloud-based digital services platform. RON uses audio-video technology to securely review documents and electronically verify a...
by David Long | Dec 2, 2022 | Articles
On September 22, 2022, the Court of Appeals of Arizona affirmed jury awards against Trustees (and also the trust Settlor and attorneys) for breach of fiduciary duty, which included compensatory damages in the amount of $10.5 million and punitive damages in the amount...
by David Long | Oct 6, 2022 | Articles
Part I — When someone agrees to become the trustee of a trust, he or she will need to be aware of and plan for several risks, not only for themselves, but also for the beneficiaries and the trust itself. Even experienced trustees can be faced with stormy seas...
