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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.
August 15, 2017 1:00 PM Eastern
NCBA Member Price:
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 1.00