There is no such thing as a trust that can avoid all conflict among beneficiaries or between beneficiaries and trustees. But much can be done during drafting and administration to minimize the conflicts. This session will discuss various options and good trust administration processes.

Discussion Highlights:

• Disputes among family members and their sources
• Drafting to minimize the chances of family disagreement
• Creative no contest clauses
• Trustee removal and replacement
• The limits on waiving trustee liability
• Trust modification
• Alternate dispute resolution

Speakers:

Thomas W. Abendroth, Partner, ArentFox Schiff LLP

Stephen W. Murphy, Partner, McGuireWoods LLP

Continuing Education Credits:

Live and Recording—CTFA 2.00 credits
Approved for 1.5 ME CLE

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