Source: https://chicagotrustee.org/page-1702316?pg=2
Timestamp: 2019-08-25 11:29:09
Document Index: 28825356

Matched Legal Cases: ['art 2', 'art 1', 'art 2', 'art 2', 'ART 2', 'art 1', 'ART 1', 'art 1', 'art 1', 'ART 1', 'art 2']

Chicago Trustee Collaboratory - BLOG
Chicago Trustee Collaboratory BLOG
Framing the Question -- Problem versus Desired Outcome
May 19, 2015 9:00 AM | Daniel P. Felix (Administrator)
The learning of the Chicago Trustee Collaboratory: The frame used around questions leads to dramatically different responses.
Specifically, the use of an outcome-based frame tends to elicit more helpful and deep responses, than those questions that frame around the problem.
For the full report on our two-month exploration of this issue, click here: problem v. desired outcome - it's in the asking.pdf
Looking closer at one that went wrong – Spencer v. DiCola – Part 2
May 12, 2015 9:00 AM | Daniel P. Felix (Administrator)
Here's the viewpoint from the Chicago Trustee Collaboratory on one family who ended up in court against their trustee.
In the case called Spencer v. DiCola, the family lost their several attempts to remove their trustee.
We’re taking a look at both the legal and practical lessons from a trust relationship that degenerated to the point of court hearing, appeal, and re-appeal.
In Part 1 of our focus, we studied the facts, legal arguments and the courts’ decisions. Here in Part 2 we look more closely at what we can learn about trust administration.
Part Two: Administration and The Family
a. the development of a distribution policy statement for the limited funds in the trust?
b. better communication through the down market?
c. mediation as the family became increasingly alienated from the trustee?
Read all of Part 2 of our report here: Spencer v. Di Cola -case analysis - PART 2.pdf
And, here’s Part 1 as well: Spencer v. Di Cola -case analysis - PART 1.pdf
Looking closer at one that went wrong - Spencer v. DiCola - Part 1
May 05, 2015 9:00 AM | Daniel P. Felix (Administrator)
The family lost their attempt to remove their trustee in the case called Spencer versus DiCola. Then the family appealed twice -- and lost both appeals.
In Part 1, we look at The Lawsuit and the Legalities.
Read our report here: Spencer v. Di Cola -case analysis - PART 1.pdf
Stay tuned for Part 2, where we look more closely at the lessons of this case for trust administration.