Ethics Issues in Trust Administration

Date: Tuesday, December 8, 2015
Time: 11:30am - 1:00pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference
Sustained success in trust administration requires a high degree of sensitivity to those situations in which estate planning professionals could stumble into ethics difficulties. Adhering to a strong standard of practice will help avoid ethics complaints and lawsuits related to trust administration. During this teleconference, we will discuss the following important issues:
  • Duties owed to non-client beneficiaries by lawyers representing trustees
  • Conflicts that may arise from representing co-trustees
  • Ethics concerns for lawyers who serve as trustees
  • Propriety of seeking releases from beneficiaries upon termination of trust
Related Document(s):

See Upcoming Event Calendar