A True Story of how a majority of beneficiaries worked together to remove a Trustee who clearly acted in bad faith. Examples are given in tweets.
Joined September 2017
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Law Question of the Day: Can a #registeredrep be a #trustee if one or more of the #beneficiaries are their #financialclient? #securitieslaw #securitieslawyer #estatelaw #estatelawyer #lawyer
Riddle me this #estatelawyer or #securitieslawyer - a #registeredrep discloses he has an #oba of a #trustee, but doesn't disclose a few of the beneficiaries are his clients, this sounds
0%Compliant
0%Non-compliant
0%Violation
0 votes • Final results
WeFrozeTheFunds retweeted
It’s #packers @AaronRodgers12 with members of the US Marine Corps before the game. #GBvsCHI @packers
#Lawyers #attorneys, can a #financialadvisor or a #registeredrep be a #trustee if a few of the #beneficiaries are his client? #estateplanning? #trustlaw #attorney #probate
A #financialrep gets permission to become #trustee. A few #beneficiaries are clients. He resigns as part of a #courtorder. Update #u4?
WeFrozeTheFunds retweeted
I just published “Will or Trust? YES!” medium.com/p/will-or-trust-y…
NUTS? 🥜 A #beneficiary asks the #attorney of a #trust for their billing and they are given the billing, but the billing has been redacted.
0%Fiduciary Breach
100%Shady
0%Ethics Violation
1 votes • Final resultsHELP! - The #trustee of a #trust is a #financialadvisor and some of the #beneficiaries are clients of his, problem? #EstatePlanning #lawyer
50%Yes!
0%Nope
50%Conflict of Interest
2 votes • Final resultsDead man's unsent text message accepted as will yahoo.com/news/dead-man-apos… via @YahooNews
#EstateAttorney, what would you say to a #trustee who tried to spend #trustfunds to vote their sister into the #trust? #estateplanning #law
0%You cannot do that
50%They are nuts
50%Am I reading this right?
4 votes • Final results WeFrozeTheFunds retweeted
Why you should never start an email with "I hope you're doing well" on.inc.com/2xPclQl
WeFrozeTheFunds retweeted
My thoughts are with all those observing Yom Kippur, the holiest day of the Jewish year.
WeFrozeTheFunds retweeted
19,000 RESPECTING our National Anthem! #StandForOurAnthem🇺🇸
This question is in regards to a #familytrust. What do you think of a #trustee who makes $200 an hour? #Legacy #makingawill #wills #estate
WeFrozeTheFunds retweeted
Philip Seymour Hoffman’s $12 Million Estate Planning Mistake: trib.al/3oA0uvJ
Check out these #loyal #GreenBayPackersFans #packers #cheeseheads #unity #greenbaypackers #usa #unite
What do you think of a #trustee who only sent the #beneficiaries a few selected pages of the #trust document? #estateplanning #probate #law
100%Fiduciary Breach
0%Shady
0%Remove Trustee
1 votes • Final results