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Product ID: 405353EAU
 
Credit & Course Provided by:

Understanding Fiduciary Relationships and Accounts

OnDemand Webinar (56 minutes)

This topic will cover the nuances in fiduciary relationships as well as the relationship between the fiduciary and the individual.The program will cover the strategies to achieve legal goals, including, achieving power and authority. In addition it will address strategies aimed at avoiding litigation and reducing the temperature in the room. The topic will discuss the latest trends in fee litigation in accounts.

Authors

Lisa M. Cukier, Burns & Levinson LLP

Agenda

Turf Wars-Competing Fiduciaries

• Health Care Proxies vs. Guardianships

• Durable Powers of Attorneys vs. Conservatorships

• Conservators vs. Trustees

Competing Rights Between the Fiduciary and the Individual

• Individuals Right to Counsel

• Who Call the Shots- the Guardian or the Individual

Hot Topics in Accounts

• Fiduciary Fees

• Legal Fees