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Drafting Trusts to Limit Fiduciary Liability (teleseminar)
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This program will provide you with drafting guidance to enhance clarity of trust documents and to reduce the risk of dispute, and discuss practical steps trustees can take to mitigate risks.

8/15/2017
When: 08/15/2017
1:00 PM to 2:00 PM
Where: United States
Contact: (404) 521-0781


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One-hour CLE programs are just a phone call away
Convenient, affordable, timely and informative
 
An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.
 
DRAFTING TRUST TO LIMIT FIDUCIARY LIABILITY, 1 CLE hour
 

This program will provide you with a practical guide to drafting trustee duties with an emphasis on avoiding disputes and liabilities. The program will cover the nature and scope of the fiduciary duties – investment management, discretionary distributions, beneficiary communications, and administration – and how the performance of these duties can lead to disputes and litigation.  Many disputes can be anticipated and either avoided or the risk and cost of dispute mitigated through planning, drafting, and the implantation of certain practical steps by trustees.  This program will provide you with drafting guidance to enhance clarity of trust documents and to reduce the risk of dispute, and discuss practical steps trustees can take to mitigate risks.

Trust planning to minimize fiduciary disputes and liability
Trustee duties – investment management, loyalty, communication, distributions 
Sources and trends in fiduciary disputes
Techniques to mitigate investment management risk
Effectively managing discretion over distributions
Avoiding disputes through active communication and education
Obtaining beneficiary consent to certain fiduciary actions 

Speakers:

Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School.

 

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