TITLE: DESCRIPTION: Even the most experienced fiduciaries can lose sleep over the risks lurking in estate and trust administration. After a long day spent navigating difficult files and complex legal issues, Linda Lawyer finally falls asleep. But as the closet door slowly creaks open, routine trust and estate matters begin to transform into professional nightmares. Tax traps, recordkeeping failures, attorney-client privilege issues, modification disasters, virtual representation conflicts, and fiduciary liabilities emerge from the shadows, revealing the hidden dangers that can haunt even the most careful fiduciary. Through engaging case studies and practical risk-management strategies, this program explores the liabilities hidden in the closet and helps participants identify and address problems before they become real-world horrors.
Speakers:
- Beth Shapiro Kaufman, Partner; National Chair, Private Client Services, Chair, Trusts & Estates, Lowenstein Sandler LLP
Time: 2:45-3:45 p.m. a.m. ET
Location: Saint Clements Castle & Marina, 1931 Portland-Cobalt Rd, Portland, CT 06480
