Probate, Trust & Real Property

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Current Estate and Probate Developments

Topics include: (1) Update on Matrimonial Trusts, Stale Beneficiary Designations, and Estate Planning for Married Couples in the 21st Century – Income Tax Planning in Light of Portability; (2) Estate Planning for Clients in Same Sex Relationships; an More

CLE Credits (60): 3.0 Total

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  • $120.00
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Troubled Trusts

This presentation will address common mistakes made by trustees and steps which might be taken now to minimize that liability. I will address potential liability which the estate planner might face if the client/trustee commits a breach of trust – even if the lawyer does not think there is an attorney-client relationship! Selection of the trustee (including conflicts of interest), investment concentrations, directed trusts, successor trustee liability for acts of a prior trustee, discretionary distributions and ambiguities in the trust language will be considered. Speaker(s): Eric A. More

CLE Credits (60): 3.0 Total
Practice Area: Probate Trust and Real Property

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  • $120.00