Surety Matters

Our blog covering the latest in bonds and insurance
01.13.2021

Guardians and Vaccine Decisions

How should court-appointed guardians handle decisions about the COVID-19 vaccine with their wards? Experts advise: apply the substituted judgment standard. Focus On The Ward’s Wishes and Values Carefully and respectfully making important decisions on behalf…
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Guardians and Vaccine Decisions
Court Bonds 01.12.2021

An Appeal for Clarity: Consumers Win in Appellate Court

An Appeal for Clarity: Consumers Win in Appellate Court  Is “100% Grated Parmesan Cheese” false advertising? Yes, said the Seventh Circuit Court, giving the appellants—consumers—a win.  Deciphering The Labels  What are consumers expected to reasonably…
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An Appeal for Clarity: Consumers Win in Appellate Court
Court Bonds 01.05.2021

What If The Will’s Executor Steals from Beneficiaries?

Unfortunately, it sometimes happens. Executor bonds are an important way to protect the beneficiaries named in the will. Confronting Irregularities Ordinarily, as a will is prepared, an executor is named to administer it when the…
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What If The Will’s Executor Steals from Beneficiaries?
Court Bonds 01.05.2021

Civil Court Case Appeals: Understanding the Process

The losing party in a civil court case can appeal the decision but is often required to secure an appeal bond. In an appellate court there is no jury—judges review the case for possible errors…
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Civil Court Case Appeals: Understanding the Process
12.31.2020

What’s a Trustee To Do: Facing Volatile Markets

A trustee must follow the prudent investor rule in managing the assets of a trust. Keep in mind: this is a process-based standard—not a performance-based one. Investing Trust Assets Volatile markets present unique challenges to…
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What’s a Trustee To Do: Facing Volatile Markets
12.29.2020

Protecting the Vulnerable: Fiduciary Duties and Bonds Explained

Protecting the Vulnerable: Fiduciary Duties and Bonds Explained When someone cannot make sound decisions for themselves, a court can appoint a fiduciary to do so. Often, courts require fiduciary bonds to protect “the ward.” Safeguarding…
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Protecting the Vulnerable: Fiduciary Duties and Bonds Explained
12.29.2020

Duty-Bound to Beneficiaries: Insights for Executors and Trustees

What happens when an estate or trust plan has been set up to continue the operations of a business beyond the owner’s death—but the business ultimately does not provide value to the beneficiaries? Prioritizing the…
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Duty-Bound to Beneficiaries: Insights for Executors and Trustees
Court Bonds 12.19.2020

Court Appointed Executors: Bound To Report

When a probate court appoints an executor to administer the estate of someone who has died, diligent reporting is required. Public Record Core to the probate process is accounting for a deceased person’s assets and…
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Court Appointed Executors: Bound To Report
Court Bonds 12.19.2020

Receiverships and Receiver Bonds: What You Need to Know

Receiverships, backed by receiver bonds, can be important for recovering funds in real estate foreclosures and other business disputes. The Role of Receivers A receiver can be appointed to take custody of the assets, property,…
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Receiverships and Receiver Bonds: What You Need to Know