What are the fiduciary duties in the context of family disputes over inheritance or trust administration

Executor – A person named in a will to settle an estate. Fiduciary – A general term for one who manages the property or arranges for the personal care of. Aug 30, 2022 ... Legally speaking, the fiduciary duty of an insurance agent and a certified financial planner are the same. There isn't a lower “bar” or “level” ... A fiduciary is an individual or organization that has taken on the responsibility of acting on behalf of another person or entity with honesty and integrity. A personal representative is a fiduciary who shall observe the standards of care applicable to trustees under the laws of the state of Montana. Nov 4, 2021 ... The fiduciary of a RESIDENT estate or trust must file a return on Form RI-1041 if the estate or trust: is required to file a federal income tax ... Oct 23, 2020 ... Fiduciary Income Tax for Trusts and Estates. Generally, a fiduciary must file an income tax return if it is a resident trust or estate that ... A transfer tax is imposed when assets are transferred from an estate to heirs and beneficiaries. The purpose and filing requirements for both taxes are the ... The Bogart way. Bogart Wealth is a fee-only fiduciary firm. That means we get paid by you; we don't accept commissions from third parties to promote or sell ... The office serves individuals who have very limited or no funds, no family members or other interested parties, or a private fiduciary willing to serve in the ... Co-fiduciary liability applies when a fiduciary knowingly participates in and/or conceals, or otherwise enables another fiduciary's breach.