Managing Conflicts in a Trust 2024 | American Bankers Association (ABA) | 6 November 2024 | Webinar
Venue
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| Event Date |
Thu Nov 7 UTC (about 1 month ago)
In your timezone (EST): Wed Nov 6 7:00pm - Wed Nov 6 7:00pm |
| Location | Webinar |
| Region | All |
Details
There is no such thing as a trust that can avoid all conflict among beneficiaries or between beneficiaries and trustees. But much can be done during drafting and administration to minimize the conflicts. This session will discuss various options and good trust administration processes.
Discussion Highlights
• Disputes among family members and their sources
• Drafting to minimize the chances of family disagreement
• Creative no contest clauses
• Trustee removal and replacement
• The limits on waiving trustee liability
• Trust modification
• Alternate dispute resolution
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 W. Murphy
McGuireWoods LLP