Description
Session 7 — Engaging, and Disengaging, in Engagement Letters (Ethics)
This one-of-a kind program examines the shifting landscape that representatives of trust and estate beneficiaries and fiduciaries must navigate, focusing on industry practices that are, or are likely to be, the basis of conflict and challenge.
Hear the perspectives of a broad-based national faculty and get practical strategies for representing the colliding interests of lawyers and settlors, beneficiaries and fiduciaries, and even among beneficiaries—an area often missed in traditional estate planning and trust administration programs. Interactive panels and themed sessions devote equal parts to the latest tax, litigation, liability, and fiduciary developments.
Take an in-depth look at the divergent interests of trust and estate beneficiaries and fiduciaries.
This annual program considers in depth significant tax and non-tax aspects of estate planning. The faculty is comprised of experienced practitioners at the top of their field, from small and large firms across the country, and will examine the recent developments in the estate and trust world from the perspective of settlors, fiduciaries, and beneficiaries—with a focus on strategy to avoid or prevail in controversy.
This year’s program provides guidance on:
•The fiduciary litigation landscape—and the potholes
•Hot topics in state and federal law developments
•The ethics of privilege, conflicts, and engagements
•Drafting techniques for fiduciary pleadings and papers
•Drafting virtual and actual settlement agreements
•The art of manipulating mediation
•Advancing the rights and enforcing the responsibilities of charitable beneficiaries
•Addressing business interests in trusts
•Answering the question: Is good faith a standard of care?
•Old and new business with the new tax act
•Adult adoption
•Trust taxation
•Celebrity estates
•Strategies for advancing fiduciary interests, without “crossing the line”
•Strategies for advancing beneficiary interests, without enormous legal cost
See CLE State Accreditation for credit details.
If you are licensed in New York, this content is appropriate for both newly admitted and experienced New York attorneys. Although, this content is appropriate for all New York attorneys, newly admitted attorneys cannot earn CLE credit for the completion of the course when presented via on-demand.