Description
Session 9: Planning with Asset Protection Trusts
Session 10: Administering Single Asset Trusts
Explore estate and trust administration beyond the traditional framework. Representing Estate and Trust Beneficiaries and Fiduciaries 2025 delves into the latest developments from the perspectives of fiduciaries, beneficiaries, and their counsel—highlighting their often-divergent interests. This annual program never fails to deliver practical strategies to navigate challenges faced by dissatisfied beneficiaries and cautious fiduciaries alike.
Updated yearly, our program chairs, Jared R. Cloud, Levenfeld Pearlstein and Michaelle D. Rafferty, Maupin, Cox & LeGoy, have assembled panels that run the gamut from fiduciary liability to estate and trust planning and tax considerations, as well as related ethical issues. As always, this course places particular emphasis on estate and trust litigation, with time reserved throughout the program to address your most pressing questions.
Some of the topics that will be addressed this year include:
- A fiduciary litigation review of key trust and estate appellate decisions nationwide
- Litigating disputes in the creation, administration, and termination of irrevocable trusts
- Creating indemnification agreements that safeguard trustees from potential liabilities
- Using common interest attorney-client privilege to foster collaborative estate planning
- Navigating strategic asset distributions to achieve financial goals and minimize risks
This advanced level program is designed for attorneys, fiduciary officers, executors, trustees, and accountants; investment advisors and risk managers; estate planning and estate and trust administration professionals; and others involved in advising trust settlors, beneficiaries, and fiduciaries.