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Sharon L. Klein
President, Family Wealth, Eastern U.S. Region
Wilmington Trust, N.A.
Acting in a fiduciary role requires a trustee to navigate a myriad of potential traps. Failure to manage conflicts of interest can lead to costly litigation exposure. Drawing upon the latest judicial and legislative developments, this presentation offers practical guidance for trustees and their advisors in defusing conflicts and minimizing fiduciary risk.
Specifically, we will explore ten potentially perilous traps for trustees, including investing trust funds when objectives conflict, weighing distribution determinations, allocating the tax burden and the extent to which a trustee can rely on the provisions of a trust document to limit liability. You’ll leave equipped with practical strategies aimed at reducing litigation exposure.
CT: 1.0 CLE Credit (Ethics) | NY: 0.0 CLE Credit