Venue
Webinar

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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
Details

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

Speakers

2024 Speakers

Thomas W. Abendroth
ArentFox Schiff LLP

Stephen Murphy
McGuireWoods LLP