After the dust
has settled, trust beneficiaries who may think they just won the lottery are often
surprised to discover that their position in the trust relationship may be less
advantageous than they envisioned.
Beneficiaries sometimes must take affirmative steps to enforce their
rights and may find that their complaints regarding trust administration are
determined not to be justified. Further,
in some instances, a beneficiary may be required to account for and return
distributions that should not have been made.
We will discuss the following themes during this teleconference:
- The Nature and Timing of a Beneficiary’s Claims Against a Trustee
- A Beneficiary’s Potential Liability to the Trust
- The IRS’ Pursuit of a Beneficiary for a Tax Liability
- The Ability of a Beneficiary to Sue a Third Party Who Transacts Business with a Trust
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.