Shelter from the Storm – Anticipating and Avoiding Breach of Fiduciary Duty Claims
April 23, 2024
1:00-2:30 PM EST
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
The roles of beneficiary and fiduciary by their inherent nature have the potential to engender conflict. Over recent decades, this con¬flict has been exacerbated by increasing demands of beneficiaries and expanded theories of fiduciary liability – flowing in part simply from the more litigious nature of society and in part from changes in trust law generally tilting toward enhancing the rights of benefi¬ciaries. This teleconference will address the following themes:
- Always the most common sources of friction: distributions and investments
- Design and use of governing instrument provisions to insulate the fiduciary
- Effect of reliance on counsel by fiduciary
- Effect of waiver and/or consent and/or receipt of accountings by beneficiaries
To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM
