fiduciary account protection

Successor Trustees’ RED Flag: Who will be left holding the bag? Hold off accepting any trustee or new board appointment until fiduciary expert due diligence checks out

By FE on January 31, 2019

The good tidings of the holidays and beginning of the 2019 new year bring with it fervent hopes for things to improve, get better and this: for switches in trustees and new board of directors appointments. Let me make this very important point right here: these all entail a personal and ultimately unavoidable fiduciary duty, […]

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Tag: fiduciary account protection

Successor Trustees’ RED Flag: Who will be left holding the bag? Hold off accepting any trustee or new board appointment until fiduciary expert due diligence checks out