Primary Contacts

David Scott Sloan
Partner
Boston

David Scott Sloan assists high-net-worth clients to reach and maintain their financial and estate planning goals. From wealth management to lifestyle pursuits to philanthropic interests,...

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Edward "Ed" Koren
Partner
Tampa
Lakeland

Edward F. Koren Jr. leads Holland & Knight's Private Wealth Services group. His practice is heavily involved in wealth planning and protection for entrepreneurs and multi-generational...

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Articles & White Papers
Private Wealth Services

Receipts, Releases & Indemnifications
 
February 5, 2009
 
Todd Schneider - Chicago

In the administration of every estate and trust, there comes a time when the administrator or trustee will be called upon to make a distribution to a beneficiary or legatee. Receipts, releases and indemnifications are typically requested by fiduciaries at the time of distribution. This article will review the different types of receipts, releases and indemnifications available to the fiduciary and will provide sample forms for the practicing attorney.

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