Payment of Attorney’s Fees by Trustees

Published on November 19, 2025

The increase in litigation has placed fiduciaries at greater personal and financial risk.

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Don’t Rush Your Client’s Year-End Charitable Planning

November 19, 2025
Otherwise, you may end up using questionable giving vehicles.

The Family Wealth Governance Policy System

November 19, 2025
The GPS provides a clear methodology for designing approaches that reflect a family’s unique aspirations.