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Home→Tags Trustee delegation

Tag Archives: Trustee delegation

Arbitration Clause in Contract by Trustee with Broker

An order denying preliminary objections that seek to enforce an arbitration clause is an interlocutory order that is appealable as of right, and an arbitration clause incorporated into a brokerage agreement signed by an individual trustee is enforceable against the … Continue reading →

Posted in Opinions | Tagged Arbitration, Trustee delegation

Third Trustee Not Liable for Lapse of Life Insurance Policy

Co-trustees of a trust cannot obtain a surcharge against a third trustee for failing to arrange for the payment of a premium on a life insurance policy when there was no clear evidence of a delegation to the third trustee.  … Continue reading →

Posted in Opinions | Tagged Marital agreements, Trustee delegation

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