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James Dolan

Why to avoid a foreign executor Why to avoid a foreign executor

Advisor's Edge

Why to avoid a foreign executor

In most cases the additional costs — and headaches — aren’t worth it

By James Dolan |June 12, 2020

4 min read

Dealing with no-contest clauses Dealing with no-contest clauses

Advisor's Edge

Dealing with no-contest clauses

What is a no-contest clause, and what do executors need to know?

By James Dolan |March 27, 2020

4 min read

Dealing with an overly broad (or narrow) encroachment clause Dealing with an overly broad (or narrow) encroachment clause

Advisor's Edge

Dealing with an overly broad (or narrow) encroachment clause

Exercising discretion with estate assets in trusts

By James Dolan |February 7, 2020

3 min read

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