How to Avoid Being Robbed Blind After You Die

Complex estates require multiple layers of protection, but even estates that aren't very complicated can be protected by using these four best practices.

(Image credit: © Jared DeCinque 2008)

In February 2018, prominent NYC attorney Steven Etkind was arrested on charges of embezzling millions of dollars from a deceased client’s estate. The client’s will directed the creation of charitable trusts (of which Etkind served as co-trustee), funded with assets from the client’s estate, for the sole purpose of supporting charitable organizations.

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Casey Robinson, CFP
Managing Director - Wealth Planning, Waldron Private Wealth

Casey Robinson is the Managing Director of Wealth Planning at Waldron Private Wealth, a boutique wealth management firm located just outside Pittsburgh. He focuses on simplifying the complexities of wealth for a select group of individuals, families and family offices. Robinson has extensive experience assisting multi-generational families with estate planning strategies, integrating trusts, tax planning and risk management.