CLE on Representing Estate and Trust Beneficiaries and Fiduciaries 2017
The American Law Institute is holding a CLE entitled, Representing Estate and Trust Beneficiaries and Fiduciaries 2017, which will take place July 13-14, 2017, at the Sheraton Boston Hotel in Boston, Massachusetts. Provided below is a description of the event:
Why You Should Attend
Join us for an in-depth look at the divergent interests of trust and estate beneficiaries and fiduciaries! This unique program examines the ever-changing landscape that representatives of trust and estate beneficiaries and fiduciaries must navigate, focusing on industry practices that are, or are likely to be, the basis of complaint or conflict. Hear the perspectives of a broad-based faculty and get practical strategies for representing the interests of settlors, fiduciaries, and beneficiaries in controversies that can arise when administering complex trust and estates.
Updated for 2017, this year’s program devotes equal parts to the latest tax, litigation, liability, and fiduciary developments. Topics include:
Strategies for advancing fiduciary interests, without “crossing the line”
Techniques for advancing beneficiary interests, without enormous legal cost
The accounting strategy for the defender and the objector
The ethics of usual, if questionable, practices
New developments in state and federal law
The fiduciary litigation landscape—and potholes
Three areas where liability lays in wait
Investment management agreements, referral relationships, releases, reduced standards of care, and other trustee-friendly arrangements
Investment management tools and risk assessment metrics
No-contest clauses
Tax avoidance
Fixing the broken trust
The impartiality fallacy
What You Will Learn
If you advise fiduciaries or beneficiaries, look no further for sophisticated analysis and practical advice to skirt risk and provide a superior outcome for your clients.
Representing Estate and Trust Beneficiaries and Fiduciaries 2017 examines developments in the estate and trust world from the wide-ranging perspectives of settlors, fiduciaries, and beneficiaries. An outstanding national faculty of trust and estate practitioners, wealth managers, and trust administrators addresses such key topics as:
Fiduciary litigation developments
Non-tax developments
Litigation tactics
Practical ethics
Postmortem planning
Tax planning and state taxation of trust income
Liability in existing trusts
Modeling and metrics for monitoring trust issues
Register today! Hear from some of the best in the business in an environment that promotes formal discussion, as well as personal connections, with faculty and other experienced trust and estate professionals from across the country. Get the insights you need to advise your clients and respond to their toughest questions.
Study Material
Going green in 2017! Course materials will be available in electronic format for download the week before and during the course. Print materials will not be distributed. All registrants are advised to bring laptops or tablets to the course to view the course materials, including updates.
Tuition for this Live Course is $1,699.00.
Tuition for this Video Webcast is $1,299.00.
Tuition for the webcast includes a set of electronic course materials and access to the webcast.
This course is available in individual webcast segments