Professional fiduciary means an individual who represents
Professional fiduciary means an individual or entity that is in the business of acting as a fiduciary.
Professional fiduciary means an individual who represents himself or herself
Examples of Professional fiduciary in a sentence
Private Professional fiduciary, Susan Ghormley was appointed as trustee This hearing was set as to the progress of the successor trustee Notice of appeal filed 01/18/22 ---------------DEFICIENCIES--------------- No bond of $30,000 posted by successor trustee 4 continuance(s) Examined by J.
Professional fiduciary services are usually offered by corpo- rate fiduciaries.
Ø Can/should a trust be established Ø Preserve benefits Ø Professional fiduciary – level of control Ø Provide for future needs Ø DO NOT commingle 1st party and 3rd party assets Ø If parent or grandparent establishes trust – “seed” the trust first Ø If court establishes trust – court must enter an order requiring the establishment of the trust BEFORE it is executed.
More Definitions of Professional fiduciary
Professional fiduciary means an individual who represents himself or herself to the public as having specialized training, experience or skills in the administration of trusts.
Professional fiduciary means an individual trustee who represents himself to the
Professional fiduciary means a person who acts as a conservator or guardian for two or more persons at the same time who are not related to the professional fiduciary or to each other by blood, adoption, marriage, or registered domestic partnership. "Professional fiduciary" also means a person who acts as a trustee, agent under a durable power of attorney for health care, or agent under a durable power of attorney for finances, for more than three people or more than three families, or a combination of people and families that totals more than three, at the same time, who are not related to the professional fiduciary by blood, adoption, marriage, or registered domestic partnership. "Professional fiduciary" does not include any of the following:
Professional fiduciary means a person who acts as a conservator of the person, the estate, or person and estate, or guardian of the estate, or person and estate, for two or more individuals at the same time who are not related to the professional fiduciary or to each other.
Professional fiduciary means an individual or
Professional fiduciary means a person who acts as a guardian of the person, guardian of the property, or guardian of the person and property, trustee, agent under a power of attorney, health care surrogate, conservator, and/or personal representative for more than three individuals and/or decedent’s estates at any particular time. This shall also include any professional guardian registered with the Department of Elderly Affairs under s. 744.1083.