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Trustees Bank Accounts

Rivkin Radler LLP

Joint and Designated Beneficiary Accounts: BEWARE!

Rivkin Radler LLP on

Your friendly neighborhood branch banker suggests that you change all your accounts to either joint with your kids or to name your kids as beneficiaries on all your accounts (a “pay on death” beneficiary designation). ...more

Downey Brand LLP

Constructive Trusts Can Catch Wayward Trust Assets

Downey Brand LLP on

Trustees in California trust disputes should not overlook the power of the constructive trust remedy as a way to recover errant trust assets. That’s a takeaway from Higgins v. Higgins (2017) __ Cal.App.5th __, an opinion in a...more

Burns & Levinson LLP

Obtaining or Avoiding a Freeze on a Bank or Other Financial Account Can Require Swift Action or Reaction

Burns & Levinson LLP on

During the dog days of summer, anything with the word “freeze” may sound appealing. But if the freeze is a “trustee process attachment” (tying up a bank or other institutional account), a whole different set of emotions can...more

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