Do’s and Don’ts to Avoid Conflicts for Trusts and Trustees

Join Fox Taxation & Wealth Planning Partner Sabina Bramlett and Litigation Partner C. Dunham Biles for a discussion of how to head off common conflicts that arise for trusts and trustees, both from planning and administration perspectives.

Topics will include issues to consider when creating a trust …

• beneficiary structure
• distribution scheme
• trustee selection
• flexibility tools
• clear trust language

… as well as trustee conduct that often leads to fiduciary litigation:

• failing to keep a beneficiary informed
• self-dealing by the trustee
• failing to administer a trust properly
• trust construction issues
• trustee discretionary powers

Fox Rothschild LLP is an Accredited Provider of Continuing Legal Education in California, Nevada, New Jersey, New York, Pennsylvania and Texas. This program is eligible for a maximum of 60 minutes of CLE instruction in these states. We will seek accreditation in other states where eligible by request.