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About the Teleseminar
Fiduciary litigation continues to rise as beneficiaries challenge the decisions of trustees and other fiduciaries managing their inheritance. Trustees continue to wrestle with volatility in the equities markets and as it becomes more difficult to generate income because of historically low bond yields, trustees are increasingly the target of beneficiary claims for failure to properly manage trust assets and make distributions. There is also the steady drumbeat of claims related to communications with beneficiaries, proper diversification of concentrated asset positions, and issues related to family businesses held in trust. This program will provide you with an update of recent trends and developments in fiduciary litigation, including those related to asset management, distribution practices, and communications with beneficiaries.
- Trends and developments in fiduciary litigation
- Tortious interference with an inheritance
- Undue influence and the use of powers of attorney
- Breach of fiduciary obligations in a family business
- Communications with beneficiaries
- Claims based on distribution practices
- Concentrated investments and diversification
About the Speakers
Gerard G. Brew is a partner in the Newark, New Jersey office of McCarter & English, LLP, where he has a substantial practice in counseling clients and representing them in disputed matters involving estates, trusts, fiduciaries, family issues, partnerships and closely held corporations. Mr. Brew is a Fellow of the American College of Trust & Estate Counsel and served as Group Vice Chair of the Estate and Trust Litigation and Controversy Group of the ABA’s Section on Real Property & Probate. He is also a member of the Section’s Estate Litigation, Ethics and Malpractice Committees. Mr. Brew received his B.A. from Rutgers University and his J.D. from Rutgers University School of Law
Adam M. Fried is a partner in the Cleveland office of Reminger, Co., LPA, where he has an has extensive fiduciary litigation practice, representing beneficiaries, trustees, executors, guardians, and others challenging estate planning documents and conduct beyond wealth transfers. A nationally recognized expert on elder abuse, he has been invited to lecture to the American Academy of Forensic Psychiatrists and the Law on undue influence claims, and the exploitation of the elderly. He is a member of the governing council of the Ohio State Bar Association Estate Planning, Trust & Probate Section. Mr. Fried received his B.A. from The Ohio State University and his J.D. from Case Western Reserve School of Law.
Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.
Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to1.0 Estate Planning & Probate Law Specialty Credit Hour