Tag: Trustees

On Watch – February 2012

In this issue:
“Miscalculating Portfolio Liquidity—A Lesson Learned from 2008” by D. Fort Flowers, Jr., CFA
“How to Be a Great Trustee” by Leslie Kiefer Amann, JD
“Understanding Roles and Responsibilities in Family Businesses” by Ross W. Nager, CPA

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POSTED IN: Administration, Investments, On Watch, Planning

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On Watch – August 2010

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

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