Allocating Fiduciary Responsibility

Allocating Fiduciary Responsibility

Sole, shared … or split?

I do perceive here a divided duty.

William Shakespeare, Othello: Act 1, Scene 3

 

The estate-planning process presents clients with myriad weighty issues relating to the disposition of their assets: Who should receive their assets; What assets should each receive; When should assets be transferred (during life or at death); How should they be held (outright or in trust); and Which trustee should manage assets and care for one’s beneficiari

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