FOX ROTHSCHILD LLP: Do’s and Don’ts to Avoid Conflicts for Trusts and Trustees

Fox Rothschild LLP recently issued the following announcement.

When: December 16, 2020

People:Sabina Bramlett, C. Dunham Biles

Hosted By:Fox Rothschild LLP

Location:Webinar

Noon CT  |  1 pm ET

Join Fox Taxation & Wealth Planning Partner Sabina Bramlett and Litigation Partner C. Dunham Biles for a discussion of how to head off common conflicts that arise for trusts and trustees, both from planning and administration perspectives.

Topics will include issues to consider when creating a trust …

• beneficiary structure
• distribution scheme
• trustee selection
• flexibility tools
• clear trust language

… as well as trustee conduct that often leads to fiduciary litigation:

• failing to keep a beneficiary informed
• self-dealing by the trustee
• failing to administer a trust properly
• trust construction issues
• trustee discretionary powers

Original source can be found here.