Representing Estate and Trust Beneficiaries and Fiduciaries 2025 – the only course of its kind that puts a particular emphasis on estate and trust litigation – is taking place on March 27-28, 2025 via live webcast.
Representing Estate and Trust Beneficiaries and Fiduciaries 2025, co-sponsored by the American College of Trust and Estate Counsel (ACTEC), is a nationally recognized program that goes beyond the usual estate planning topics to focus on key issues, new developments, court trends, and practice tips in estate and trust administration and litigation.
Through practical instruction and real-world examples, you’ll learn how to confidently navigate even the most complex issues in estate and trust litigation. This program examines the shifting landscape that representatives of estate beneficiaries and fiduciaries must navigate, focusing on industry practices that are, or are likely to be, the basis of conflict and challenge.
This year’s program will explore the following:
- A fiduciary litigation review of key trust and estate appellate decisions nationwide
- Litigating disputes in the creation, administration, and termination of irrevocable trusts
- Creating indemnification agreements that safeguard trustees from potential liabilities
- Using common interest attorney-client privilege to foster collaborative estate planning
- Navigating strategic asset distributions to achieve financial goals and minimize risks
And much more!
No matter your role – advising settlors, fiduciaries, or beneficiaries – this one-of-a-kind program will equip you with the knowledge and strategies you need to effectively represent your clients. Gain expert insights into the unique challenges of representing clients in estate and trust disputes.
Join us for our upcoming program, Representing Estate and Trust Beneficiaries and Fiduciaries 2025, via live webcast on March 27-28, 2025! To learn more about this program and to register for the live webcast, click here.
To find our more about ALI CLE’s in-person courses or webcasts, or to check out on-demand CLE, click here.