ESTATE PLANNING MISSTEPS OF RICH AND FAMOUS

MICHAEL RUZHANSKY CFP

CO-FOUNDER & MANAGING PRINCIPAL

IRON DOME FINANCIAL GROUP, LLC



Choosing an untrustworthy executor or trustee.

Choosing an untrustworthy executor or trustee.

Tobacco and energy heiress Doris Duke (renowned for her gardens) chose an unsavory trustee - her butler - to manager her $1 billion foundation. When he used assets for himself, it lead to an expensive fight in court that dearly cost the charities Duke wanted to benefit.

Choosing an untrustworthy executor or trustee.


Tobacco and energy heiress Doris Duke (renowned for her gardens) chose an unsavory trustee - her butler - to manager her $1 billion foundation. 


When he used assets for himself, it lead to an expensive fight in court that dearly cost the charities Duke wanted to benefit.


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RIT MAY 6, 2016

by mruzhansky

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Public - 4/13/16, 9:11 PM