Class II, Program 3

Thursday, November 11, 2021

Representing a Fiduciary

Instructor: Gregory J. Weinig

• Representing Fiduciaries
• Representing Fiduciaries PowerPoint

The Attorney as a Fiduciary: Permissible Actions and Problem Areas

Instructor: Kim D. Fetrow

• When, If Ever, Should an Attorney Serve as a Client’s Fiduciary
• When, If Ever, Should An Attorney Serve as a Client’s Fiduciary PowerPoint

Slicing and Dicing the Trustee’s Roles and Obligations with Directed Trusts

Instructor: Michael M. Gordon

• Slicing and Dicing the Trustee’s Roles and Obligations with Directed Trusts

Navigating State Income Taxes on Trusts and Their Beneficiaries

Instructor: Richard W. Nenno

• Navigating State Income Taxes on Trusts and Their Beneficiaries
• Navigating State Income Taxes on Trusts and Their Beneficiaries PowerPoint

Drafting Tips and Strategies to Avoid Litigation

Instructor: Benjamin H. Pruett

• Drafting Tips and Strategies to Avoid Litigation

Settling Disputes and Fixing Problems through Trust Modification and Reform

Instructor: Margaret E.W. Sager

• Giving your Trust a Facelift: Trust Modification
• Down the Rabbit Hole and Through the Looking Glass: The Wonderland of Trust Situs and Governing Law
• Change Up to Fix Up: Settling and Fixing Trust Disputes by Modification and Reformation PowerPoint