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PENNSYLVANIA RECORD

Monday, September 30, 2024

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

Law

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.

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