Conference Materials

2023

Fiduciary Litigation - Spotlighting Industry Trends

Tuesday, May 2, 2023 10:30 AM - 11:30 AM

Speaker

Chris Holtzclaw

Session Description

This presentation will survey the litigation landscape from recent fiduciary cases around the country. A review of recent changes and developments in trust and estate litigation, with an emphasis on Uniform Trust Code jurisdictions, indicates a number of areas where disputes repeatedly arise. Attendees will review reported and unreported cases involving creation of trusts, construction of trust terms, breach of fiduciary duty claims, liability for investment decisions, and compensation of trustees and their attorneys. This session will assist in spotlighting industry trends to better safeguard your institution and minimize risks against unwelcome litigation.

Session Material

Session Material