Course Credit Type: CE
How To Work With Attorneys In Contested Matters PART 2
In Part 2 of this two-part topic, the panel will address working with all the other attorneys in contested matters (besides your own attorney). The panelists will begin by discussing the role of the various attorneys for a proposed conservatee: court-appointed counsel, guardian ad litem, and private counsel. Also discussed will be tips and strategies […]
How To Work With Attorneys In Contested Matters PART 1
In Part 1 of this two-part topic, the panel will address choosing, hiring, and managing your own attorney as a fiduciary in a contested matter. Typically, attorney’s fees are the largest expense born by any trust. How does the fiduciary manage this large expense item for the trust? And what duties does your attorney owe […]
How to Avoid Environmental Liability
This presentation will discuss various environmental laws that a fiduciary needs to know about to avoid environmental liability related to property that may be in the fiduciary’s portfolio or that is being considered to purchase/lease other property. Knowledge of such laws are necessary for the fiduciary to avoid personal liability. The presentation will also touch […]
Here Today, Gone Tomorrow: A Fiduciary’s Guide To Attorney-Client Privilege
Fiduciaries of all experience levels often have a less-than-clear understanding of when attorney-client privilege protects them and when it does not. The attorney-client privilege rules as applied in the fiduciary context are exceedingly complex, and one accidental misstep can expose your private communications to the world (or, more ominously, to a contentious beneficiary or dissatisfied […]
Helping Your Client Benefit From Their Unneeded or Unaffordable Life Insurance Policy
According to the Insurance Studies Institute, more than 500,000 seniors lapse their life insurance policies annually, while only 1250 take advantage of a life insurance settlement. Yet about 90% of seniors report that they would have considered a life insurance settlement if they had been made aware of the option. Learn more about that option […]
Generally Speaking About Conservatorships, Probates, Trusts, Powers of Attorney and Guardianships
This course describes the cast of characters involved in each of these matters and the interrelation between trusts, probates, powers of attorney, conservatorships, and guardianships.
Financial Standard of Care: With A Focus on Ethics
A comprehensive presentation setting forth the financial standard of care for the various fiduciary roles of trustee, conservator, power of attorney, and administrator of decedent’s estate. The presentation addresses the ethical parameters that envelope each of these specific fiduciary duties. Throughout the presentation the panelists highlight useful practice pointers in regard to the practicalities of […]
Financial Elder Abuse, What’s Involved and Is It Worth the Time and Expense?
Financial elder abuse unfortunately is all too common. The professional fiduciary appointed by the court as conservator or trustee, in many cases, is in the best position to rectify the abuses suffered by an elderly person. Therefore it’s important that the fiduciary be able to identify the various means by which financial elder abuse occurs. […]
Fiduciary Succession Planning- Fact or Fiction
Two Probate Litigators Look at Private Fiduciaries and Fiduciary Succession.
Fiduciary Neutrality: When to Join the Fight. The Ethics, Law and Practice of Neutrality – Part I
The panelists will provide an in-depth analysis of the statutes and case law defining the fiduciary’s ethical duty of neutrality depending on the circumstances. The perception of neutrality of a professional fiduciary can be very important to the effectiveness of that fiduciary in solving contested in a case. The Honorable David J. Cowan, the Supervising […]