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Fiduciary Duty Succession Planning Wealth Management

Saul Ewing LLP

What is the “Probate” Process? How Does It Work? Why Do People Want to Avoid It?

Saul Ewing LLP on

Probate is the legal process of administering a Decedent’s Last Will & Testament (“Will”), whereby assets owned by the Decedent at death are distributed pursuant to the terms of their Will, or if there is no Will, according...more

Offit Kurman

Choosing a Trustee: Navigating the Complexities and Key Considerations

Offit Kurman on

In this episode of 'Trust Us,' Danielle Friedman, Max McCauley, and Herb Fineburg discuss the critical aspects of selecting a trustee. They cover common client questions, including who should be named as a trustee, the...more

Robins Kaplan LLP

The Robins Kaplan Spotlight, Vol. 9 No. 3 - September 2024

Robins Kaplan LLP on

WELCOME TO THE SPOTLIGHT - In this issue, we feature an insightful interview with one of our keynote speakers, Alan Harter, CEO and Founder of Pactolus, a private wealth management company. With over two decades of...more

ArentFox Schiff

AI in Family Offices: A Closer Look at Privacy, Confidentiality, and Fiduciary Responsibility

ArentFox Schiff on

The integration of artificial intelligence (AI) has revolutionized various industries, offering efficiency, accuracy, and convenience. In the realm of estate planning and family offices, the integration of AI technologies has...more

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