7 Alarming Signs That Your Revocable Living Trust Has Become Outdated
Is your revocable living trust outdated? Review the warning signs below to find out.
Articles by Michael Koenig
On the Fiduciary Duty of Loyalty, the Nature of Informed Consent, and the Requirement of Substantive Fairness
Can a person ever serve two masters? Does a fiduciary investment adviser possess the obligation to avoid, rather than just "properly manage," conflicts of interest? When a conflict of interest exists for a fiduciary, full disclosure of the conflict of interest is required (in a manner designed to ensure client understanding), followed by "informed consent." This begs the question … would the client of a fiduciary investment adviser ever provide consent to a proposed action which would be harmful to the client? This gets to the heart of the fiduciary relationship.
Let’s Go Situs Shopping
A trust is an instrument of state law; each state’s laws are different, and you are free to choose which “situs” is best for you!
Beyond the Basics: Estate Planning Mistakes Part 3
Beyond the Basics: Estate Planning Mistakes Part 3: Real-life examples of what not to do.
Beyond the Basics: Estate Planning Mistakes Part 2
Beyond the Basics: Estate Planning Mistakes Part 2: Real-life examples of what not to do.