Around The Water Cooler this morning, we’re talking about impact investing, family business succession planning, and estate tax liens.
Around The Water Cooler this morning, we’re talking about investing trust assets, trust distributions for health and education, generation skipping transfer taxes, and the Uniform Fiduciary Principal and Income Act.
A Chancery Court in Mississippi has entered a final Order (as amended) awarding punitive damages to the Plaintiffs in their suit against Regions Bank for breach of fiduciary duty, a case we’ve looked at in the past (see Regions Hit
After five years of litigation, last week a Chancery Court in Mississippi found that Regions breached numerous fiduciary duties with respect to the administration of the Patricia Hall Sheppard Trust and ordered Regions to pay in
In a fascinating case involving a trust established by President John Adams, a recent opinion of the Massachusetts Supreme Judicial Court follows a long line of cases holding that it is not prudent for a trustee to put all trust assets in one type of investment.
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