Fiduciary Duty

InterActive Legal CEO, Vanessa Kanaga moderates a WealthManagement.com webinar on ESG Trusts (Environmental, Social, and Corporate Governance). Topics will include a brief history of ESG investing, the current framework for choosing and…

The trust, as a legal concept, has existed for centuries, yet arguably the most significant developments in trusts have occurred in the last few decades. Due to the efforts of the estate planning community, clients now have a better…

How do the new fiduciary rules impact your life insurance recommendations? Ethical Considerations of NYS DFS Reg 187, FINRA Rule IM2210, New CFP Practice Standards and the UPIA Relating to “Decision Support Material” used by life insurance…

Fiduciaries often face many tax options and elections during the administration of an estate or trust. The manner in which the fiduciary exercises, or does not exercise, tax elections and options will significantly affect one, some, or all…

Fiduciaries may be able to exercise dozens of tax elections during the administration of an estate or trust. How these elections and options are or are not exercised may have a significant impact on one, some or all of the beneficiaries.…