Do’s and Don’ts to Avoid Conflicts for Trusts and Trustees
Noon CT | 1 pm ET
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.