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Leslie Daff, JD, MBA - Orange County Estate Planning Lawyer

Wednesday, February 1, 2012

Selecting and Maintaining Appropriate Fiduciaries in An Estate Plan

Read my article in the February 2012 edition of the Journal of Financial Planning entitled Selecting and Maintaining Appropriate Fiduciaries in an Estate Plan, which focuses on the trustees, executors, and agents on powers of atttorney for property and health care named in your estate planning documents.  Recent litigation against successor trustees for breach of fiduciary duties, including the "prudent investor rule," highlight the importance of not only carefully selecting fiduciaries, but also building mechanisms into your estate plan to have them removed and replaced when necessary - without ending up in court.

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