Diverging Interests of Estate and Trust Beneficiaries and Fiduciaries to be examined at Upcoming ALI CLE Course

PHILADELPHIA, May 22, 2017 /PRNewswire-USNewswire/ — American Law Institute Continuing Legal Education (ALI CLE) has announced that Representing Estate and Trust Beneficiaries and Fiduciaries will be held on July 13-14, 2017, in Boston, Massachusetts. The only national course of its kind, this program offers various perspectives and advises on a wide range of developments in the estate and trust world.

New for 2017, Representing Estate and Trust Beneficiaries and Fiduciaries will devote equal parts to the latest tax, litigation, liability, and fiduciary developments. A diverse faculty of wealth managers, administrators, and practitioners in the estate and trust field will engage attendees in a number of current topics. Glenn Dowd, partner at Day Pitney LLP’s Labor and Employment department in Hartford, Connecticut, will lead a panel on accountings and controversy. Donald DiCarlo of Wilmington Trust will discuss and decode risk metrics in a fiduciary portfolio. Dominic Campisi of Evans, Latham & Campisi P.C., a nationally renowned expert in fiduciary litigation, will provide a full analysis of current fiduciary issues. 


Other topics to be discussed during the course include: 

  • Strategies for advancing fiduciary interests without transgression
  • The ethics of usual, if questionable, practices
  • Investment management agreements, referral relationships, releases, reduced standards of care, and other trustee-friendly arrangements
  • The no-contest contest
  • Tax avoidance
  • Fixing the broken trust
  • The Impartiality fallacy

“The conference provides an opportunity to focus on the collision of interests between lawyers and settlors, beneficiaries and fiduciaries, and even among beneficiaries—an area often missed in traditional estate planning and trust administration programs,” said Planning Co-Chair, Steven Fast

Fast added, “Those attending will witness an analysis of ‘gloves-off’ tactics in fiduciary litigation… This course offers a learning culture. It both encourages personal connection and challenges opposing views to yield to logic-based resolution.” 

American Law Institute CLE is offering a limited time discount for the in-person or webcast streaming program. Attendees can register by 6/9/17 and save $200; click here and use coupon code CZ001PR at checkout. This discount is available for new registrations only. Discounts may not be combined.

About American Law Institute Continuing Legal Education  

American Law Institute CLE is the continuing legal education division of the American Law Institute. American Law Institute CLE, a non-profit organization, is committed to the work of promoting continuing professional education for lawyers throughout the United States and to creating standards to ensure quality and relevance in CLE programs. American Law Institute CLE is constantly evolving to meet the needs of the legal profession, furthering a tradition of unparalleled service to lawyers. Follow the latest announcements and news at https://www.ali-cle.org/Press-Releases and on Twitter @ALI_CLE. 

For press and media related inquiries please send us an email at media@ali-cle.org.

CONTACT: Ian Shumard

ALI CLE  (215) 243-1662

To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/diverging-interests-of-estate-and-trust-beneficiaries-and-fiduciaries-to-be-examined-at-upcoming-ali-cle-course-300461436.html

SOURCE American Law Institute CLE

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