Unfortunately, some trusts, even where the administrative and dispositive provisions are well-designed, fail to operate as intended because the Trustee lacks the ability to be an effective fiduciary. The Trustee's shortcomings may result from his or her having insufficient trust administration expertise and/or a confrontational attitude towards one or more of the beneficiaries. Depending on the nature and extent of the Trustee's deficiencies, resolving the situation may prove difficult. Considerations to be discussed in this teleconference include:
- Determining Whether One or More Breaches of Fiduciary Duty Have Been Committed
- How to Proceed if No Actionable Breach of Duty Has Occurred
- Possible Options for Improving Quality of Administration or Relationship With Beneficiaries
- Removal and Replacement of Trustee
Need an Invoice? For your convenience, you may now select “Invoice Me” at checkout or if you prefer to send an email to be invoiced, our CS Team (email@example.com) would be happy to assist you.
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.
Purchase this teleconference + archive MP4 at the rate of $394 total: Click Here
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.