by PTC Research | 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 PTC Research | 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 PTC Research | 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...
by PTC Research | Sep 1, 2022 | Articles
What is estate planning? Many people would say it is a plan to transfer assets from an owner to a beneficiary, usually family members or descendants. In the family context, parents usually want their assets to take care of each other, and then upon their death, to...
by PTC Research | Sep 1, 2022 | Articles
As a Trustee, you have a duty to the beneficiaries of the trust to be informed regarding tax planning, or at the very least hire qualified professionals to assist with appropriate tax planning on behalf of the trust. This article will provide a brief overview of the...
