On Watch – August 2010

By Ross W. Nager, MPA, CPA, Leslie Kiefer Amann, JD and Bruce L. Swanson, PhD on August 30, 2010

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In this issue:

“The 10 Deadly Sins in Estate Planning” by Ross W. Nager, CPA
“Truths for Trustees” by Leslie Kiefer Amann, JD
“Real Estate Opportunities: Putting the Pieces Together” by Bruce L. Swanson, PhD
“Conflicts of Interest—Eliminate or Illuminate?” by Anthony J. DeToto

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POSTED IN: Administration, Estate Planning, Investments, On Watch

TAGGED: Advisors, Mistakes, Real Estate, Trustees

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