Insights | Private Client

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INSIGHTS

What You Don’t Know Can Hurt You: Why You Need Trustee Liability Insurance

We explore and resolve several more arguments that an institutional trustee might use to refute the need for trustee liability policy.

Judith Pearson

Exploring the Unique Insurance Needs of Embedded Family Offices

In this article, we'll explore the distinctive features of the two types of family offices and the necessary insurance requirements for an embedded family office.

What You Don’t Know Can Hurt You: Why You Need Trustee Liability Insurance

We explore and resolve several more arguments that an institutional trustee might use to refute the need for trustee liability policy.

What to Do When a Trustee Relationship Goes Wrong

Learn how to resolve trustee and beneficiary conflicts, trustee roles and responsibilities, and the steps beneficiaries should take to protect their assets.

Insurance for a Private Trust Company: 4 Common Policies

If you own or manage a private trust company, what insurance do you need? Read more for a broad overview, including the background of regulations, typical insurance policies, and what each policy insures.

California Affluent Personal Insurance for Homeowners: 2023 Market Outlook

Learn how to overcome common challenges that California homeowners are facing in the affluent personal insurance market.

Cyber Liability for Trustees: Preventing and Managing Breaches

Find out about cybercrime affecting trustees and what you can do to protect yourself and your clients.

Why Are Private Trust Companies Becoming More Popular?

Private trust companies (PTCs) offer more privacy, flexibility, and potential cost savings to families. But how are they different from or like a family office or a corporate trustee?

What Should Trustees Know About the Corporate Transparency Act (CTA)?

The Corporate Transparency Act goes into effect on January 1, 2024. Learn what the CTA is, the new reporting requirements, and how it affects trustees.

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.

Water, Water Everywhere: How to Prevent the Avoidable Home Flood

Learn what preventative measures you can take to minimize and prevent water damage altogether, and protect your assets and your time.

Managing the Risk of Floods

In a rainy season, it's important to understand your flood risk. What is a flood? What proactive steps can be taken? How to obtain the right coverage.

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.