This webinar will address the following:

• Trustee misconduct, including recent case law analysis, discussion of protection measures for trustees with investments in the family business, what happens when trustee agreements are silent on protection measures, and ways to cure these oversights through amendments and in future agreements
• The business judgment rule, duty of care, and duty of loyalty standards, including recent fiduciary litigation decisions, trial and settlement strategies, and how to eliminate future shareholder suits
• How to establish fiduciary duties in a directed trust scenario where duties are split between trust advisor and trustees
• What duties apply when a trustee serves on the board of a business the trust owns or is an officer in the business
• Movement of corporate fiduciaries abandoning involvement in family business work

Presented by: Briana Loughlin

CLE: 1.0 general credit

Approved States: CA, CO, FL, GA, IL, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VT

(AK, AZ, CT, MO, ND, NH eligible to claim credit.)

We will supply you with the information needed to apply in other states.

Contact [email protected] for CLE assistance.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it via the member website for optimal experience and inclusion in your CLE Profile Account.