Our Blog - Surety Matters

Our blog covering the latest in bonds and insurance
Displaying 283 results for: trustee bonds
Court Bonds 11.01.2024

Survivor Trustee: Cognitive Continuity Clause?

  In the face of long lives and a rise in the number of people experiencing cognitive decline, some attorneys point out that incorporating a “cognitive continuity clause” in revocable trust instruments can serve as…
Read Moreabout Survivor Trustee: Cognitive Continuity Clause?

Survivor Trustee: Cognitive Continuity Clause?
Court Bonds 11.01.2024

Administrator Responsibilities and Bonds

  When someone dies without a will, the local probate court typically appoints an administrator to bring the affairs of the deceased to closure. Once debts are paid, the state laws of intestacy dictate the…
Read Moreabout Administrator Responsibilities and Bonds

Administrator Responsibilities and Bonds
Court Bonds 11.01.2024

Supersedeas and Appeal Bonds

  Though in some jurisdictions, the terms supersedeas bond and appeal bond are used interchangeably, other jurisdictions distinguish between the terms. Generally, a supersedeas or appeal bond enables the losing party in a civil litigation…
Read Moreabout Supersedeas and Appeal Bonds

Supersedeas and Appeal Bonds
Court Bonds 11.01.2024

Assigning Assets To A Trust

  Designating assets to a trust is an important strategy in estate planning. Trusts can be set up to specifically address a variety of familial goals, and even to earmark funds for our own eventual…
Read Moreabout Assigning Assets To A Trust

Assigning Assets To A Trust
Court Bonds 10.22.2024

Shifting Asset Ownership?

  Assigning assets to new owners can be a useful estate planning strategy, especially when circumstances make a speedy and private inheritance preferable. In essence, when asset ownership is effectively shifted ahead of death, the…
Read Moreabout Shifting Asset Ownership?

Shifting Asset Ownership?
Court Bonds 10.22.2024

Dementia and Guardianship?

  Reckoning with the progressive cruelties of dementia is an ongoing and stressful process for impacted families. Though tendencies to deny and minimize the challenges are understandable, a proactive approach to designating decision makers to…
Read Moreabout Dementia and Guardianship?

Dementia and Guardianship?
Court Bonds 10.07.2024

Appeal Bonds Made Simple

  After a loss in a civil court case, If there are grounds to appeal, the losing party, referred to as the appellant, may delay paying the damages established in the original judgment until the…
Read Moreabout Appeal Bonds Made Simple

Appeal Bonds Made Simple
Court Bonds 10.07.2024

Fiduciary? Fiduciary Attorney? 

  A fiduciary is any person given responsibility for the financial and or care decisions of someone experiencing a decline in capacity, or a minor. A person responsible for closing out the affairs of the…
Read Moreabout Fiduciary? Fiduciary Attorney? 

Fiduciary? Fiduciary Attorney? 
Court Bonds 09.18.2024

Inheritance Succession Explained

  Who gets what? In a nutshell, inheritance succession refers to the details in state laws  that specify the order in which assets are distributed to relations when someone dies intestate–aka without a will. Typically,…
Read Moreabout Inheritance Succession Explained

Inheritance Succession Explained