Representing Estate and Trust Beneficiaries and Fiduciaries 2025
When: March 28, 2025 @ 9:30 am – 4:30 pm
Faculty: ACTEC Fellows Jared R. Cloud and Michaelle D. Rafferty
Go beyond the usual estate planning drafting and enforcement issues and attend the only course of its kind that puts a particular emphasis on estate and trust litigation. This annual course provides an excellent mix of practical and intellectual knowledge with a useful analysis of new developments, along with instructive tips and warnings of pitfalls for the estate and trust fiduciary, litigator, and beneficiary.
This one-of-a-kind program examines the shifting 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 conflict and challenge. As always, time is reserved throughout the program to address your most pressing questions.
Some of the topics that will be addressed this year include:
- Hot topics in fiduciary litigation
- Powers of appointment
- Estate tax exemption disasters
- Trusts that hold a single asset
- Conflicts of law
- Indemnification agreements
- Navigating problematic allocations
- Common interest agreements
- Litigating asset protection trusts