With the ever-increasing proliferation of litigation initiated by beneficiaries, fiduciaries today (especially those assumed to have “deep pockets”) carry out their duties with targets on their backs. Keeping abreast of the latest issues and developments regarding fiduciary liability will help the fiduciary avoid becoming a sitting duck for criticism and claims. This teleconference will cover the following topics:

• Standing to Sue Trustees
• Claims Against Directed Trustees
• A Trustee's Ability to Rely on Advice of Counsel as a Defense
• Exculpatory Clauses and Other Limitations on Liability

Cancellation Policy
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.

Archive Note:CE credits available for event recordings are CTFA, CWS and AFIM. No other CE credits are approved for recordings. Your archive will be available within 5 days of the live event.

State CE Exceptions: Attorneys must apply for CLE approval 30 days before event date or earlier. Click on your state for application.