When Reporting on your SC Commission Compliance Report, please use this code: 184046ADT

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About the Teleseminar

This program will provide you with a practical guide to drafting trustee duties with an emphasis on avoiding disputes and liabilities. The program will cover 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 will provide you with 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.

  • Trust planning to minimize fiduciary disputes and liability
  • Trustee duties – investment management, loyalty, communication, distributions
  • Sources and trends in fiduciary disputes
  • Techniques to mitigate investment management risk
  • Effectively managing discretion over distributions
  • Avoiding disputes through active communication and education
  • Obtaining beneficiary consent to certain fiduciary actions

About the Speaker

Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Lawyers in America,” and has been named by “Worth” magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School.

Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to 1.0 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