trustee Archives | Stapleton Group

Private Fiduciaries and Their Role in Estate Planning

04.25.23

Private fiduciaries can play a critical role in managing and protecting the assets of their clients. They also help ensure that their clients’ wishes are carried out after they are gone and their assets reach their desired beneficiaries. David Stapleton joined Derek Myron of Centura Wealth Advisory to discuss private fiduciaries, their role in managing […]

5 Keys to Successful Real Estate Receivership Sales

04.29.21

The havoc wreaked by the pandemic on real estate combined with foreclosure moratoriums is causing lenders to carefully consider the feasibility of Receivership Sales. Our large, in-house team of specialists has closed 100% of Receivership Sales initiated, which is reason enough to consider the process for stressed commercial properties. Here are our top 5 keys […]