The Fiduciary's Guide to Behavioral Health
Actionable guidance for professionals navigating the intersection of wealth management, fiduciary obligation, and behavioral health.
The Fiduciary Duty of Care in Addiction Cases
When substance use disorders intersect with fiduciary responsibility, what standard of care applies? An analysis of the evolving legal framework.
Managing a Beneficiary with a Substance Use Disorder
Practical guidance for trustees and fiduciaries confronting the challenge of administering assets for beneficiaries with active or historical substance use disorders.
Drafting Trusts for Beneficiaries with Mental Health Challenges
How to structure trust instruments that protect vulnerable beneficiaries while respecting autonomy and encouraging treatment engagement.
A Guide to Guardianship and Conservatorship for Addiction
When voluntary treatment fails: the legal mechanisms available, their limitations, and the constitutional considerations that constrain their use.
Directory of Private Fiduciary Services
A curated directory of private fiduciary firms, trust companies, and professional advisors with demonstrated expertise in behavioral health matters.
Glossary of Legal and Clinical Terms
Bridging the language gap between legal professionals and clinical practitioners with clear, precise definitions.