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Peter Merrick, President of Merrick Wealth, authored an article in “The Bottom Line” Magazine, May 2014 in the Financial Planning section on Executor Liability. His article entitled, “Executor liability as massive wealth transfer nears…” addresses the risks and rewards of the office of Estate Trustee. Merrick sites comments by Myron Neufeld, president of Estate Risk protection Plan Inc., Kimberly Whaley, and Ian Hull both estate litigators in describing the legal issues and current concerns to be aware of and references options including executor liability insurance.
Link to on-line copy of Peter’s article
Link to ERAssure Executor Insurance information .
Link to WEL blog on this topic referencing an article by Professor Albert Oosterhoff
