NC Fiduciary Litigation Commentary

Lord & Lindley - Lawyers in Charlotte NC

On Mandating Trustees’ Duty to Inform and Report

June 10, 2015

Twenty-three years ago, Clark “CB” Bagby, Jr. assumed control of his father’s already successful demolition and grading company and grew it into one of the largest in the Southeast.  Only one of his four children showed any promise or passion for the family business, the others content to enjoy its fruits.  CB, the sole shareholder…

Creating a Successful Wealth Management Plan: Is a Corporate Trustee Right for You?

June 4, 2015

     As the aging baby boomer generation reaches retirement age and beyond, their wealth management decisions will significantly influence the demand for fiduciary services. Twenty-first century technology makes it easier than ever to retrieve up-to-date financial information and self-help investment guides. Accordingly, baby boomers and subsequent generations are more financially sophisticated than their parents,…

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