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Phone/Audio Streaming 

Tuesday, August 15, 2017

Program: 1:00-2:00p

Click on the "In Depth" tab for tuition and speaker information.

This program provides a practical guide to drafting trustee duties with an emphasis on avoiding disputes and liabilities.

The program covers the nature and scope of the fiduciary duties – investment management, discretionary distributions, beneficiary communications, and administration – and how the performance of these duties can lead to disputes and litigation.

Many disputes can be anticipated and either avoided or the risk and cost of dispute mitigated through planning, drafting, and the implantation of certain practical steps by trustees.

This program provides a drafting guidance to enhance clarity of trust documents and to reduce the risk of dispute, and discuss practical steps trustees can take to mitigate risks.

  • Trust planning to minimize fiduciary disputes and liability
  • Trustee duties – investment management, loyalty, communication, distributions
  • Sources and trends in fiduciary disputes
  • Techniques to mitigate investment management risk
  • Effectively managing discretion over distributions
  • Avoiding disputes through active communication and education
  • Obtaining beneficiary consent to certain fiduciary actions
Product Information
Date Presented:
August 15, 2017 1:00 PM Eastern
1 hour
NCBA Member Price:
Non-Member Price:
Drafting Trusts to Limit Fiduciary Liability | Phone/Audio Streaming

Program Information and Tuition: 

  • Program time and length: 1:00-2:00p EST (1 hour per program)
  • What is a Phone/Audio Streaming Seminar?
  • Phone/Audio Streaming seminars do not count against the State Bar's six-hour credit limit (per credit year) for computer-based CLE.
  • The instructions and materials are posted under "My Courses". 
  • Passports are not accepted for Phone/Audio Streaming seminars.
  • Co-Sponsored with Webcredenza
NCBA Member $80
Non-Member $80


Speaker Information
Daniel L Daniels   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 1.00
CLE Premier Pass