Does my policy provide coverage for claims based on the rendering of investment advice?
No. We recommend that lawyers serving as personal representatives hire outside investment advisors.
No. We recommend that lawyers serving as personal representatives hire outside investment advisors.
Given the recent rash of dismissed appeals based on appellate rules violations, we recommend our policyholders read the article linked below. We urge lawyers to reacquaint themselves with the rules and share the information with all pertinent staff.
“Follow the money.” We’ve learned over the years that following the money is the approach used by online fraudsters.