Celebrating 25 years of business In 2001, Fiduciary Partners Trust Company opened its doors in Appleton with just two ...

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 ...

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 ...

An incident of the trustee’s duty to be generally prudent, to account (or report) to beneficiaries, and to refrain from breaches of the duty of undivided loyalty, such as engaging in unauthorized self ...

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 Fiduciary Liquidity Problem: Why Real Estate Creates Planning Risks for High-Net-Worth Estates ...

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 ...

Most trustees are perfectly capable of operating beyond the conflicts of interest inherent in fiduciary management, but some small schemes lack resources and support, according to experts. In ...

Fiduciary disputes often present as technical fights — over distributions, valuations, disclosures, or duties of loyalty and ...

A former editor of Pensions Expert is among a 14-strong panel of industry representatives convened by the government to ...