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2021 Teleconference: Dealing With a "Bad" Trustee

Description

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

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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.

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.
Kansas Attorneys must apply for CLE approval 30 days before event date or earlier.

Contributors

  • Charles A. Redd

    Charles A. ("Clary") Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of, and writes a regular column in, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category.

  • Adam Gusdorff

    Adam Gusdorff's practice focuses on litigation involving trusts, estates, guardianships, and other fiduciary matters. He represents individual and corporate clients in a variety of Orphans' Court and Register of Wills matters, including will and trust interpretation cases, trust modifications, probate disputes, will contests, guardianship proceedings, fiduciary surcharge actions and compensation disputes, and matters involving charitable organizations. Although Adam focuses his practice on litigation, he also has extensive experience in estate planning, estate and trust administration, and the formation of charitable organizations. He continues to advise individual and corporate fiduciaries regarding estate and trust administration issues.

November 16, 2021
Tue 1:00 PM EST

Duration 1H 30M

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