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DTSTART:20190326T163000Z
DTEND:20190326T180000Z
LOCATION:Minnehaha Country Club
UID:1729020190326T163000Z IDENTIFYING LANDMINES AND MINIMIZING BATTLE SCARS IN CONFLICTS BETWEEN TRUSTEES AND BENEFICIARIES
DTSTAMP:20260418T101524Z
DESCRIPTION:\nThe roles of beneficiary and Trustee by their nature engender tension. The Trustee has the beneficiary’s money (at least that’s how the beneficiary views it), and the beneficiary wants it now! This inherent conflict has been accentuated by seemingly ever-increasing expectations and demands of beneficiaries and expanding theories of fiduciary liability. Some of the most critical issues we face in this ubiquitous area of fiduciary practice include the following:\n Preserving the attorney-client privilege between the Trustee and the Trustee’s lawyer Trends in fiduciary liability case law Removal or resignation of a Trustee Heightened standards of performance for professional fiduciaries \n \n \nRegistration will close at 5 pm on Thursday, March 21st.  Please register if you will attend to ensure we have an accurate lunch count.  Thank you!\n \n \n \nContributors:\n \nCharles A. Redd\n \nCharles A. ("Clary") Redd is a partner in the St. Louis office of Stinson Leonard Street LLP. Clary concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of, and writes a regular column in, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category. \n \nM. Patricia Culler\n \nM. Patricia Culler is a partner at Hahn Loeser and focuses her practice on wealth transfer and business succession planning, wills, trusts and estates, and tax. She has extensive experience in sophisticated estate planning, charitable gift planning, prenuptial agreements, estate settlement, trust administration and fiduciary litigation. She also works with clients on tax matters relating to trusts and estates, including income, gift, estate and generation-skipping taxes. \n
SUMMARY: IDENTIFYING LANDMINES AND MINIMIZING BATTLE SCARS IN CONFLICTS BETWEEN TRUSTEES AND BENEFICIARIES - Sioux Falls Estate Planning Council 
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