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Managing fiduciary liability

Author: Richard M Horwood; Lauren J Wolven; Jeffrey A Zaluda; Tax Management Inc.,; Bloomberg BNA,
Publisher: Arlington, VA : Tax Management, [2017]- ©2017-
Series: Tax management portfolios, 857-2nd.
Edition/Format:   Continually updated resource : Updating loose-leaf : EnglishView all editions and formats
Summary:
" ... discusses the increasingly risky business of serving as trustee or personal representative. Fiduciary litigation is on the rise as beneficiaries discover they, like the rest of society, may seek redress in the courts for actual or perceived wrongs. Fiduciaries have a duty of loyalty, a duty to invest reasonably, and a duty to diversify, among others. These so-called internal duties are owed to those possessing  Read more...
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Additional Physical Format: Online version:
Horwood, Richard M.
Managing fiduciary liability.
Arlington, VA : Tax Management, [2017]-
(OCoLC)1007141777
Material Type: Updating loose-leaf, Internet resource
Document Type: Continually Updated Resource, Internet Resource
All Authors / Contributors: Richard M Horwood; Lauren J Wolven; Jeffrey A Zaluda; Tax Management Inc.,; Bloomberg BNA,
ISBN: 9781633592032 1633592030
OCLC Number: 1004747696
Notes: "Bloomberg BNA"--Cover.
"Integrating and revising in part, 853 T.M., Fiduciary Liability of Trustees and Personal Representatives, by Charles E. Rounds, Jr., Professor of Law, Suffolk University Law School, Boston, Massachusetts."
"This portfolio revises and supersedes 857 T.M., Managing Litigation Risks of Fiduciaries and 853 T.M., Fiduciary Liability of Trustees and Personal Representatives."
Description: volumes (loose-leaf) : illustrations ; 28 cm.
Contents: Detailed analysis. Introduction --
The state of the law --
Duty of investment --
Duty of Loyalty --
Duty of impartiality --
Other duties --
External liabilities of fiduciaries --
Remedies --
Defenses --
Risk management --
Court actions to avoid lawsuits --
Table of worksheets.
Series Title: Tax management portfolios, 857-2nd.
Responsibility: by Richard M. Horwood, Esq. (Horwood Marcus & Berk, Chartered, Chicago, Illinois), Lauren J. Wolven, J.D. (Levenfeld Pearlstein, LLC, Chicago, Illinois), Jeffrey A. Zaluda, Esq. (Horwood Marcus & Berk, Chartered, Chicago, Illinois).

Abstract:

" ... discusses the increasingly risky business of serving as trustee or personal representative. Fiduciary litigation is on the rise as beneficiaries discover they, like the rest of society, may seek redress in the courts for actual or perceived wrongs. Fiduciaries have a duty of loyalty, a duty to invest reasonably, and a duty to diversify, among others. These so-called internal duties are owed to those possessing the equitable or beneficial interests in the trust property or in the probate estate, as the case may be. A trustee or personal representative also may be subject to liability to third parties for contracts made and torts committed while in office, and to the state for running afoul of its tax, securities, and banking laws. This Portfolio provides an overview on fiduciary duties, together with strategies to avoid and, if preventive measures fail, to prepare for litigation"--Portfolio description (Page iii).

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Fiduciaries have a duty of loyalty, a duty to invest reasonably, and a duty to diversify, among others. These so-called internal duties are owed to those possessing the equitable or beneficial interests in the trust property or in the probate estate, as the case may be. A trustee or personal representative also may be subject to liability to third parties for contracts made and torts committed while in office, and to the state for running afoul of its tax, securities, and banking laws. This Portfolio provides an overview on fiduciary duties, together with strategies to avoid and, if preventive measures fail, to prepare for litigation\"--Portfolio description (Page iii).<\/span>\"@en<\/a> ;\u00A0\u00A0\u00A0schema:description<\/a> \"Detailed analysis. 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