Common Conflicts in Trust, Estate, and Fiduciary Matters: Problems and Solutions (2023FTINE-3A)

Thursday, November 2, 2023

2:45 PM to 3:45 PM

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Presented by the Business Law, Estates and Probate, and Tax Sections

About the Program

This one-hour program will provide an overview of ethical conflicts rules and other non-ethical conflicts that frequently arise in trust, estate, and fiduciary matters.  We will catalogue the various basic types of conflicts, explain how those conflicts can play out in trust, estate, and fiduciary matters, and provide guidance for both spotting and proactively addressing these conflicts.  The program will conclude with a discussion, including audience participation, of hypothetical representations implicating the conflicts principals discussed in the presentation.

You Will Learn

How to better identify and appropriately deal with common conflicts that arise in trust, estate, and fiduciary matters.

Who Should Attend

Attorneys involved in trust and estate planning, fiduciary litigation and contested matters, and elder law.


CT: 1.0 CLE Credit (Ethics)
NY: 1.0 CLE Credit (Ethics)

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for newly admitted and experienced attorneys CLE credits.

Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, a fully interactive videoconference, or simultaneous transmission with synchronous interactivity. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information please see the page on CLE: 


Mary Ackerly1 Mary M. Ackerly
Ackerly Brown LLP, Bantam

Jansen-Wyatt1 Wyatt R. Jansen
Whitman Breed Abbott & Morgan LLC, Greenwich

Charles Pieterse Charles W. Pieterse
Whitman Breed Abbott & Morgan LLC, Greenwich