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Event Date |
Thu May 2 UTC (7 months ago)
In your timezone (EST): Wed May 1 8:00pm - Wed May 1 8:00pm |
Location | Webinar |
Region | All |
A panel of trust litigation attorneys conducts an annual review of current key fiduciary issues being addressed by the courts and provides advice on how to avoid associated risks.
Discussion Highlights
• Tax issues for trusts
• Trustee obligations to report and account
• Alleged breaches of fiduciary duty
• Attorney-client privilege
• The duty of impartiality and conflicts
• Trust modifications and challenges to them
Audience
• Wealth management professionals: advisors, managers, officers
• Trust professionals: managers, advisors, officers
• Estate planning professionals
• Private bankers
• Tax and financial professionals
2024 Speakers
Thomas W. Abendroth
ArentFox Schiff LLP
Stephen Murphy
McGuireWoods LLP