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How to Reduce Fiduciary Litigation Risks for Trustees

Contains material from Apr 2021

How to Reduce Fiduciary Litigation Risks for Trustees
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While no good deed may go unpunished, certainly a trustee who is unconcerned, clueless, unequipped, dishonest or just plain unlucky is likely to be punished. Explore situations where the rights and wants of beneficiaries collide with the powers and responsibilities of trustees.

Includes: Video Audio Paper

  • Total Credit Hours:
  • 1.00 | 0.50 ethics
  • Credit Info
  • TX, CA
  • Specialization: Civil Trial Law | Estate Planning and Probate Law | Tax Law
  • TX MCLE credit expires: 4/30/2025
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1. How to Reduce Fiduciary Litigation Risks (Apr 2021)

Richard A. Courtney, Harry S. Margolis, Vincent J. Russo, Shirley Berger Whitenack

1.00 0.50 0.00 1.00 | 0.50 ethics
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Video
(mp4)
61 mins
Audio
(mp3)
60 mins
Paper
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5 pgs
Paper
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22 pgs
Paper
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9 pgs
Paper
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32 pgs
Paper
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21 pgs
Paper
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27 pgs
Session 1 —61 mins
1.00 | 0.50 ethics
How to Reduce Fiduciary Litigation Risks (Apr 2021)

While no good deed may go unpunished, certainly a trustee who is unconcerned, clueless, unequipped, dishonest or just plain unlucky is likely to be punished. Explore situations where the rights and wants of beneficiaries collide with the powers and responsibilities of trustees.

Originally presented: Mar 2021 Special Needs Trusts

Richard A. Courtney, Courtney Elder Law Associates - Jackson, MS
Harry S. Margolis, Margolis & Bloom, LLP - Boston, MA
Vincent J. Russo, Russo Law Group, P.C. - Long Island and New York City, NY
Shirley Berger Whitenack, Schenck, Price, Smith & King LLP - Florham Park, NJ