When Reporting on your SC Commission Compliance Report, please use this code: 175017ADT

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About the Teleseminar

Demographics are changing the face of fiduciary litigation.  Baby Boomers are retiring with more wealth – and more complicated family situations – than earlier generations. This wealth and demographic complexity is generating more fiduciary litigation, often centering on family or other closely held businesses, whether certain trust interests are part of a martial estate subject to divorce proceedings, and the modification of trusts.  There are significant case law and other developments in these and other areas. This program will provide you with a practical guide to significant developments in trust and estate litigation.    

  • Trends in trust and estate disputes and litigation
  • Litigation surrounding trust owned family and closely held businesses
  • Trust interests in divorce – are discretionary & future interest’s part of the martial estate?
  • Decanting (or modifying) trusts when circumstances change
  • Trends in tortious interference with inheritance interests 

About the Speakers

Robert H. Sitkoff is the John L. Gray Professor of Law at Harvard Law School. The youngest professor with tenure to receive a chair in the history of Harvard Law School, he teaches wills, trusts, estate planning, and fiduciary administration.  He is co-author of Wills, Trusts, and Estates, the leading American course book on trusts and estates.  Before joining Harvard, Professor Sitkoff was a judicial clerk to then Chief Judge Richard A. Posner of the United States Court of Appeals for the Seventh Circuit.  Professor Sitkoff received his B.A., with distinction, from the University of Virginia and his J.D., with high honors, from the University of Chicago Law School.

Steven B. Malech is partner in the New York City office of Wiggin and Dana, LLP, where he is chair of the firm’s probate litigation practice group.  He represents beneficiaries, fiduciaries and creditors in disputes involving alleged violations of the Prudent Investor Act and its predecessors, alleged breaches of fiduciary duty, disputed accountings, and will contests. He represents clients in cutting edge probate litigation matters involving trusts and estates with assets in the hundreds of millions of dollars. Mr. Malech received his B.A., with special honors, from the University of Texas and his J.D. from the Connecticut School 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

(Instruction Level: Intermediate)*Live Teleseminar programs are not live credit programs.  Supreme Court Commission on CLE rules allow SC Bar members to use Alternatively Delivered programming to obtain up to 6.0 hours of MCLE each reporting period.   For FAQ’s please click here.