2018 Teleconference: Developments in Trust and Estate Administration and Fiduciary Liability

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Description

To be successful consistently, a fiduciary must have the skills and temperament to navigate turbulent waters with a steady hand. Fiduciaries frequently face risks and challenges from three, often conflicting, sources: the governing instrument; applicable state and federal law; and the beneficiaries. We will tackle issues emanating from all three of these sources.

Areas of greatest hazard for fiduciaries
Beneficiaries’ consents, waivers and releases
Statutes of limitations for bringing claims against fiduciaries
Lawyer liability that may arise from advising beneficiaries or fiduciaries

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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.
Margaret E.W. Sager

Margaret E.W. Sager received her B.A., summa cum laude, from the University of Richmond in 1982 and her J.D. from the University of Virginia School of Law in 1985. Her practice includes estate planning for high-net worth individuals, trust and estate administration, fiduciary litigation and related dispute resolution, guardianships of incapacitated persons and charitable giving.

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Description

Contributors

Charles A. Redd

Margaret E.W. Sager