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Regulating financial services: estate lawyers and new proposals

Flatly unlike any number of other individuals and business entities that provide clients with important information and represent them in key areas of life involving families, finances, health and other considerations, estate planning attorneys are held to unquestionably high standards. That is, they can suffer personally adverse consequences if the performance they deliver is deemed …

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What responsibilities are imposed upon a Massachusetts trustee?

What responsibilities does a Trustee have? The responsibilities of a trustee summed up: a lot. And coupled with that, it certainly merits mention to any person contemplating naming a trustee for an estate matter or who, alternatively, is considering accepting an offer to be a trustee, that the duties imposed upon a trustee can be …

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The broad universe of estate planning: What does it entail?

Paradoxically, it might be conducive to any discussion focused on the parameters of estate planning — most centrally what it chiefly entails — to cite immediately what it is not. And that is this: a narrow area of the law in Massachusetts and nationally that deals almost exclusively with the protection of amassed wealth for …

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