The Attorney Representing the Professional Fiduciary as SNT Trustee: Is this Complicated?
02/10/2023 4:45 PM - 6:00 PM
Organization: Special Needs Planning Symposium
Hosted by: Urbatsch Law Firm P.C.
Fiduciary duties are among the highest duties in law. Where the interests of vulnerable individuals are at stake, fiduciaries should be mindful of a sacred responsibility of care and competence. However, experts across the country debate the scope of fiduciary duties, who owes such duties, and to whom duties are owed. This session will discuss the attorney and SNT trustee’s fiduciary duty toward the SNT beneficiary, between each other, and other third parties. Frank R. Acuna and Tracy S. Regli will discuss the troubling issues that can arise, and how to anticipate and avoid these sticky and problematic situations.
Location: Virtual or In Person