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Individual Fiduciaries Gone Wild

Contains material from Aug 2017

Individual Fiduciaries Gone Wild
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The hostility discussion was helpful. However, speaker referenced cases that were not cited in the material, which was not helpful.

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Executors, trustees, and other fiduciaries own the highest duties known to law and are held to strict standards of conduct. Explore the inherent risks of serving as an executor or trustee and hear suggestions for fiduciary risk management, defending breach of fiduciary duty claims, and related causes of action. Hear tips for advising clients on the appointment fiduciaries in an attempt to avoid future fiduciary litigation.

Includes: Audio Paper Slides


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1. Individual Fiduciaries Gone Wild (Aug 2017)

Trevor Aaron Dobbs

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43 mins
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Session 1 —43 mins
Individual Fiduciaries Gone Wild (Aug 2017)

Executors, trustees, and other fiduciaries own the highest duties known to law and are held to strict standards of conduct. Explore the inherent risks of serving as an executor or trustee and hear suggestions for fiduciary risk management, defending breach of fiduciary duty claims, and related causes of action. Hear tips for advising clients on the appointment fiduciaries in an attempt to avoid future fiduciary litigation.

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Trevor Aaron Dobbs, Roberts Markel Weinberg Butler Hailey PC - Sugar Land, TX