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

December 16, 2020
Fox Rothschild LLP

Noon CT  |  1 pm ET

Review the presentation slides

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.