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Boards Buy D&O Insurance—Shouldn’t Trustees Also be Protected?

Directors and officers (D&O) liability insurance is designed to protect management from personal liability for a claim resulting from an alleged breach of fiduciary duty while managing the operations of a company. The...more

Your Estate Plan Advisors Want You to Choose a Trustee—Now What?

Estate planning involves deciding how your assets will be maintained and distributed after your death or in the event you become incapacitated. In addition to your financial wealth, your assets can include your homes,...more

Do Personal Lines Policies Insure Trustees?

If a friend or family member has asked you to be the trustee of their estate, you probably have many questions. One of your concerns may involve your insurance coverage. We often hear the following from our clients: “I was...more

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