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Event Date Thu Sep 1 EDT (in 3 months)
Location Webinar
Region Americas

The trustee-beneficiary relationship is one of the most important and potentially contentious relationships in estate planning. This session will review the trustee’s role and fundamental duties, discussing steps a trustee should take to create a good working relationship with beneficiaries. It will also touch on what beneficiaries expect.

Discussion Highlights:
• Characteristics of a good trustee, and the use of professionals to assist in the job
• Trustee duties and legal responsibilities
• The trustee’s role in managing expectations, and educating and mentoring beneficiaries
• Resolving disputes, and the role of arbitration or mediation
• No contest clauses


2022 Speakers

Thomas W. Abendroth
Partner, ArentFox Schiff LLP

Stephen W. Murphy
Partner, McGuireWoods