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For individuals with disabilities, an inheritance or settlement can jeopardize a their government benefits, such as Medicaid and Supplemental Security Income (SSI). A special needs trust (SNT) can ...

Being asked to serve as a trustee is an honor. It demonstrates respect for your skills, honesty, judgment and character. When asked, your first inclination likely is to accept, because we have been ...

Consider a not uncommon scenario where a client, close friend or relative asks you to serve as trustee for a trust he or she is creating or has created. Most people, feeling honored, automatically say ...

Oct. 19--A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee. A trustee has a "fiduciary duty" to serve the grantor and not benefit personally. When the ...

So, Aunt Jane just asked you to be the trustee of her trust. You were flattered and, of course, accepted. But what did you get yourself into? Too many consumers readily accept fiduciary appointments ...

Since I first became a pensions lawyer more than 23 years ago, the level of complexity of pensions has increased both in terms of legislation but also the case law set by judges – a recent IBM ...

An unglamorous but absolutely essential activity for a successful social enterprise is the securing of revenue streams to support its activities and programs. Repeatedly, social enterprise CEOs report ...

For decades colleges have been administered through a system of shared governance. Although the meaning of the term is ambiguous, causing border skirmishes to break out periodically, shared governance ...