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.
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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