You're Invited to Call or Email
949.497.5056 |

Laguna Beach, CA   Irvine, CA   Las Vegas, NV

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.

© 2023 Estate Plan, Inc. | Disclaimer
352 3rd Street, Suite 301, Laguna Beach, CA 92651
| Phone: (949) 497-5056
19200 Von Karman Avenue, Suite 400, Irvine, CA 92612
| Phone: (949) 497-5056
10161 W. Park Run Drive, Suite 150, Las Vegas, NV 89145
| Phone: (949) 497-5056

Videos | Resources | Client Forms | Publications | About | Practice Areas | Certified Specialist