Thursday, November 5, 2026
2:45 PM
to
3:45 PM
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Estates and Probate Track
Presented by the Estates and Probate, and Tax Law Sections
About the Program
Even the most experienced fiduciaries can lose sleep over the risks lurking in estate and trust administration. After a long day spent navigating difficult files and complex legal issues, Linda Lawyer finally falls asleep. But as the closet door slowly creaks open, routine trust and estate matters begin to transform into professional nightmares. Tax traps, recordkeeping failures, attorney-client privilege issues, modification disasters, virtual representation conflicts, and fiduciary liabilities emerge from the shadows, revealing the hidden dangers that can haunt even the most careful fiduciary. Through engaging case studies and practical risk-management strategies, this program explores the liabilities hidden in the closet and helps participants identify and address problems before they become real-world horrors.
You Will Learn
- About practical strategies for identifying, assessing, and mitigating fiduciary risks encountered by attorneys serving as fiduciaries or advising fiduciaries in the administration of estates and trusts
Who Should Attend
This program is designed for attorneys who serve as fiduciaries, advise fiduciaries, or represent clients in estate and trust administration and fiduciary litigation matters, and who seek practical strategies for identifying, assessing, and mitigating fiduciary risk throughout the fiduciary relationship.
Credit
CT: 1.0 CLE Credit (0.5 General; 0.5 Ethics)
NY: 1.0 CLE Credit (0.5 AOP; 0.5 Ethics)
1.0 Paralegal CE Credit (0.5 General, 0.5 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 NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml.