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Fiduciary Litigation Annual Review (2024)

May 2 @ 1:00 pm 2:30 pm

A panel of trust litigation attorneys conducts an annual review of current key fiduciary issues being addressed by the courts and provides advice on how to avoid associated risks.

Discussion Highlights:

  • Tax issues for trusts
  • Trustee obligations to report and account
  • Alleged breaches of fiduciary duty
  • Attorney-client privilege
  • The duty of impartiality and conflicts
  • Trust modifications and challenges to them

Speakers:

Thomas W. Abendroth, Partner, ArentFox Schiff LLP

Stephen W. Murphy, Partner, McGuireWoods LLP 

Continuing Education Credits:

Live and Recording—CTFA 2.0, CRSP 2.0 credits
Approved for 1.5 ME CLE

To register, email amelia.dow@portlandtrust.com.

Virtual

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