To Be (a Fiduciary) Or Not To Be (2023FTINE-3B)

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 presentation concerns the new cast of characters in trusts such as Trust Protectors, Designated Notice Representatives and others – who to choose, how to draft, the pitfalls, whether they should act in a fiduciary capacity or not.

You Will Learn

  • About new players in trusts
  • How to draft, including pitfalls
  • Whether the players should act in a fiduciary capacity or not

Who Should Attend

Attorneys interested in learning more about trusts.


CT: 1.0 CLE Credit (General)
NY: 1.0 CLE Credit (AOP)

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: 


Bridget Mullaney1 Bridget L. Mullaney
Cameron & Mittleman LLP, Providence, RI

deb-tedford_sq Deborah J. Tedford
Tedford Law Firm PC, Mystic