Surety Matters

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Displaying 20 results for: fiduciary bonds
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 11.19.2020

Understanding Probate Court and Probate Bonds

Many people have their first—and sometimes only—experience with the law in a probate court. Here is what to anticipate if you find yourself there—and in need of a probate bond as well. What Is Probate…
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Understanding Probate Court and Probate Bonds
Court Bonds 11.06.2020

Guardian of the Estate: Understanding the Duties

Court-appointed estate guardians accept significant fiduciary responsibilities. Understand the legal commitment. When Is a Guardian of the Estate Necessary? LegalZoom defines guardianship of adults as: A legal mechanism whereby a suitable person makes important decisions…
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Guardian of the Estate: Understanding the Duties
Court Bonds 11.06.2020

Consider a Trust for Beneficiaries with Special Needs

Estate planning is a daunting challenge in families. It is even harder for families of a loved one with a disability. Arranging for a trust, trustee and trustee bond may be useful—and reassuring. Start With…
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Consider a Trust for Beneficiaries with Special Needs
10.24.2020

Guardianship and Guardianship Bonds: Important Updates

When a court orders a guardianship for someone deemed unable to safely make their own decisions, a fiduciary bond is generally required. These court-mandated guardianship bonds are critical and must be obtained quickly from a…
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Guardianship and Guardianship Bonds: Important Updates
ERISA 10.18.2020

Important Reminders About ERISA Bond Compliance

  With class action suits related to 401(k) plans rising sharply, now is a critical time to check that you are in compliance with ERISA regulations. Importantly, this includes ensuring an ERISA bond that properly…
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Important Reminders About ERISA Bond Compliance
License & Permit Bonds 10.17.2020

Taking Care of Veterans: Benefit Awareness

New regulations provide support to more of the family caregivers supporting seriously injured veterans. Here are the basics—and important reminders about carefully stewarding all of the benefits veterans have earned. Giving More Family Caregivers Needed…
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Taking Care of Veterans: Benefit Awareness