James Dolan

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

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

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

Advisor's Edge

How to handle a request to encroach on capital

Tips for dealing with estate assets in trusts

By James Dolan |November 29, 2019

4 min read

Advisor's Edge

Are co-executors a good idea?

The pros and cons of two (or more) people managing an estate

By James Dolan |October 25, 2019

3 min read

Advisor's Edge

How to deal with income and capital beneficiaries

Executors may have to balance conflicting interests

By James Dolan |September 20, 2019

3 min read

Advisor's Edge

How to handle rental properties in estates

Executors must balance responsibilities to tenants and beneficiaries

By James Dolan |May 24, 2019

3 min read

Advisor's Edge

Managing estate holdbacks

Helping executors decide how much to keep aside for complicated estates

By James Dolan |March 25, 2019

4 min read

Advisor's Edge

The clearance certificate: what it is, and why it matters

Providing executors with peace of mind

By James Dolan |February 25, 2019

3 min read

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