A Trust Series You Can Trust: A Comprehensive Guide to Trust Practice
- Session V
*Sponsored by the Probate Law and Taxation Law Section Councils
Whether you are new to trust practice or a seasoned expert, don’t miss this
opportunity to learn about trust practice beyond the basics.
Despite the steps taken to properly draft a trust, what happens when
something goes wrong? Join our expert faculty for a discussion of the issues
that arise in trust litigation and how to deal with them.
Topics include:
- Breach of fiduciary duties;
- Prudent Investor Rule and Prudent Investor Act;
- Self-dealing;
- Accounting disputes;
- Surcharge actions;
- Trust reformation;
- Complaint for declaratory action or instructions; and
- Competency and undue influence.
Faculty:Maureen Curran, Esq., program co-chair
Law Office of Maureen Curran, Boston
James A. McLaughlin, Esq., program co-chair
McLaughlin, Richards, Mahaney, Biller & Woodyshek, LLP, South Natick
Timothy D. Sullivan, Esq., program co-chair
AndoverLaw PC, Andover
Sponsoring Sections: The Sole Practitioner and Small Firm Section
Probate Law Section
Taxation Section
Young Lawyers Division
Related Practice Areas: Estate Planning, Tax Law