The roles of beneficiary and Trustee by
their nature engender tension. The Trustee
has the beneficiary’s money (at least that’s how the beneficiary views it), and
the beneficiary wants it now! This
inherent conflict has been accentuated by seemingly ever-increasing
expectations and demands of beneficiaries and expanding theories of fiduciary
liability. Some of the most critical
issues we face in this ubiquitous area of fiduciary practice include the
following:
- Preserving the attorney-client privilege between the Trustee and the Trustee’s lawyer
- Trends in fiduciary liability case law
- Removal or resignation of a Trustee
- Heightened standards of performance for professional fiduciaries
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.
Archive Note:CE credits available for event recordings are CTFA, CWS and AFIM. No other CE credits are approved for recordings. Your archive will be available within 5 days of the live event.
State CE Exceptions:
Attorneys must apply for CLE approval 30 days before event date or earlier. Click on your state for application. |
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