Any trusts and estates attorney who has been in practice for more than a few years is likely to have dealt with an incapacitated trustee. A common problem is that of a superannuated trustee who is no ...
Assume sole trustee of an irrevocable discretionary trust for benefit of deceased settlor’s descendants living from time to time suffers a sudden unforeseen mental disability that causes trustee to ...
The dispute between Donald and Shelly Sterling focused on the issue of whether Shelly Sterling followed the steps required in the trust to remove her husband as trustee on the grounds of his ...
In the intricate world of estate planning, trust agreements serve as the backbone for organizing and transferring wealth effectively. At the heart of these agreements lies the trustee, a role that’s ...
Planning for potential disability, and particularly mental incapacity, is a cornerstone of a well-rounded financial plan. Women in particular are at a higher risk of becoming disabled, with 44% of ...
As we get older we should expect to experience cognitive decline, but this does not mean we will develop dementia. It may just mean that we may find it more difficult to make decisions and problem ...
Trustees who fail to record why members are refused incapacity pensions are guilty of maladministration, the deputy pensions ombudsman has decided. G Hedley v Pearl Group concerned an incapacity ...
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