Estate Planning in Depth 2018

Overview


Partner Nicole Man and associate Jane Zhao led a session entitled ‘Can You Keep a Secret? Working with Silent Trusts’ at ALI CLE’s and Continuing Legal Education for Wisconsin’s (CLEW) ‘Estate Planning in Depth 2018’ conference, hosted in Madison, Wisconsin on June 25-28.

This session provided trustee’s counsel and advisers with a thorough and practical guide to navigating these fiduciary minefields. The panel addressed the key obligations that advisers to fiduciaries need to grasp and meet to avoid liability and defend against beneficiary claims, the ways in which these obligations can vary between jurisdictions, and how to avoid being caught between the settlor’s directions and the duties imposed under governing law.

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