Clients, family, and friends often ask their estate planning professionals to serve as fiduciary of their trusts and estates. While it’s flattering to be asked, serving as a fiduciary carries significant risks. Ms. Kaufman will explore the hidden dangers of acting as a trustee or executor, from personal liability and professional conflicts to getting entangled in family disputes and litigation. With real-world cautionary tales and ethical analysis, this presentation will highlight why even well-intentioned advisers may find themselves in a professional nightmare when they take on fiduciary roles.
Speaker:
- Beth Shapiro Kaufman, Partner; National Chair, Private Client Services, Lowenstein Sandler LLP
Time: 5:30 p.m. ET
Location: Woodfield Country Club, 3650 Club Pl, Boca Raton, FL 33496
