Judith Pearson

Family Office & Trustee Liability Resource Group Leader

Judith is a seasoned insurance and risk management expert who leads the Family Office & Trustee Liability Resource Group at Woodruff Sawyer.

jpearson@woodruffsawyer.com

720.593.5410

Judith Pearson

Family Office & Trustee Liability Resource Group Leader

Judith is a seasoned insurance and risk management expert who leads the Family Office & Trustee Liability Resource Group at Woodruff Sawyer.

jpearson@woodruffsawyer.com

720.593.5410

INSIGHTS

Judith Pearson

INSIGHTS

Boards Buy D&O Insurance—Shouldn’t Trustees Also be Protected?

Trustees are exposed to some of the same risks as directors and officers. Learn more about that risk.

Judith Pearson

Does a Personal Umbrella Policy Cover a Trustee?

Do you need a separate trustee liability policy if you have an extension option under your excess umbrella policy? Look closely at the proposed endorsement—the answer is likely yes.

Market Volatility Puts Trustees in the Hot Seat

The turbulence of certain currencies and cryptocurrency trading platforms and market volatility can create stress for beneficiaries and put the trustee in the hot seat.

Declining Mental Capacity and How It Affects Estate Plans

When it comes to estate planning, the challenge is identifying ADRD at a time when the plan can be put in place before the individual’s condition deteriorates.

Boards Buy D&O Insurance—Shouldn’t Trustees Also be Protected?

Trustees are exposed to some of the same risks as directors and officers. Learn more about that risk.

What Prevails, Business Judgment Rule or Donor Intent?

Paul Newman's daughters recently sued the Newman's Own Foundation on the grounds that the foundation disregarded their late father's wishes.

Selecting a Trustee: Individual versus Corporate versus Independent

Learn what companies are doing to keep email secure, the common warning signs of a malicious email, and which email attachments are generally safe to open—and which aren't.

Is a Special Needs Trust Right for You?

Find out how a special needs trust can ensure the financial security of a special-needs loved one, without jeopardizing their public assistance payments.

Your Estate Plan Advisors Want You to Choose a Trustee—Now What?

Learn the pros and cons of each type, the characteristics of a good trustee, and two ways trustees can protect themselves from personal liability.

Betwixt and Between: How Trustees Can Navigate a Volatile Market

Get critical guidance for trustees to handle volatile market conditions.

What to Consider When Choosing a Trustee

Read more for insight into how to choose the right trustee during your estate-planning process.

Understanding and Protecting Trusts in An Evolving Regulatory Landscape

Get insight into everything from the legislative landscape to structuring trusts and distinguishing between coverages.

Do Personal Lines Policies Insure Trustees?

Read more to learn the answer to this question, as well as for insight into professional liability insurance and the protection it offers trustees.