- Who will make decisions and manage the business if you aren't able? Meyers, Susan Gell // Grand Rapids Business Journal;4/18/2011, Vol. 29 Issue 16, p7
In this article the author discusses the importance of naming a fiduciary who will make decisions for and manage one's business in case of incapacity or death.
- Note From The Editor. Lipp, Susan R. // Trusts & Estates;May2015, Vol. 154 Issue 5, p2
An introduction is presented in which the editor discusses several reports published within the periodical on topics including fiduciary responsibility, trends and developments in fiduciary law in the U.S., and trust administration in the digital age.
- On Being a Fiduciary. McDonald, John Henry // Journal of Financial Planning;Mar2004, Vol. 17 Issue 3, p19
Presents a letter to the editor, which addressed issues concerning a fiduciary duty.
- SCT takes trustees to task on member correspondence. // Super Review;May2012, Vol. 26 Issue 4, p6
The article reports on the statements of Superannuation Complaints Tribunal (SCT) chair Jocelyn Furlan during the Association of Superannuation Funds of Australia (ASFA) Compliance Summit on the vital role played by trustees on the prevention of misleading information on member correspondence.
- IRS Final Regulations Define Trust Income. Barnett, Robert S. // CPA Journal;Apr2005, Vol. 75 Issue 4, p52
Looks at what trust income is as defined in the final regulations promulgated by the U.S. Internal Revenue Service as of April 2005. State which allows a trustee the power to adjust the amount that may be distributed to a beneficiary by trust provisions referring to trust income; Economic...
- Should You Incorporate a Personal Power Into Your Client's Trust? Tiernan, Peter B. // Florida Bar Journal;Oct2007, Vol. 81 Issue 9, p55
The article discusses the incorporation of personal power into a client's trust in Florida. According to the author, a personal power is a discretionary power granted based upon the confidence that the settlor has in a particular individual. The power holder is presumably bound by the duties...
- Fiduciary duty calls for divesting. Potter, Matthew N. // Pensions & Investments;11/26/2007, Vol. 35 Issue 24, p12
The author reflects upon the U.S. government's decision to divest fiduciary duties of the companies which are doing business with Sudan government. He opposes the government's decision and suggests the decisions to be implemented at the board levels rather than judicial level. He believes that...
- APPENDIX B: Letter to Trustee. Urbatsch, Kevin; Elias, Stephen // Special Needs Trusts (9781413313840);4/ 1/2011, p227
Information on responsibilities facing the trustee of a special needs trust including communicating with the beneficiary, fiduciary duty, and investing trust assets is presented.
- An Overview. Urbatsch, Kevin; Elias, Stephen // Special Needs Trusts (9781413313840);4/ 1/2011, p230
An overview of the responsibilities of a trustee for a special needs trust is presented.