Ethics in Representing Elderly Clients
January 2011
Ethics in Representing Elderly Clients
Convenient, timely, reliable, and affordable...
Teleseminars are midday continuing legal education conferences broadcast over the telephone. From the convenience of your office or home, you are able to dial into an 800 number, and hear nationally recognized practice leaders speak on important issues in the law. You are also able to ask them your questions. Teleseminars marry the best of technology and education to bring the world of CLE to your office or home.
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Description & Bullets:
Family feuds can become particularly bitter and long-lived when family money or a family business is involved, and the controlling influence of a senior generation is not present. In the context of a trust, if these disputes are not effectively contained they can easily give rise to pitched battles among beneficiaries and eventually between beneficiaries and trustees. Substantial litigation, potentially financially ruinous, is often not far behind. This program will provide you with real-world guide to identifying sources of family feuds in trusts before they grow into dispute and litigation and discuss effective planning and administration techniques for containing and resolving disputes once they begin.
- Sources of family feuds in trusts – and planning and administration techniques to resolve them before litigation
- Blended family, inter-generational, and sibling disputes
- Choosing the right trustee to limit disputes – family member, institutional, professional?
- Disclosure and communication issues
- Special issues when family businesses are involved
Faculty:
Blanche Lark Christerson is a managing director at Deutsche Bank Private Wealth Management in New York City, where she works with clients and their advisors to help develop estate, gift, tax, and wealth transfer planning strategies. Earlier in her career she was a vice president in the estate planning department of U.S. Trust Company. She also practiced law with Weil, Gotshal & Manges in New York. Ms. Christerson is the author of the monthly newsletter “Tax Topics." She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law.
Blanche Lark Christerson is a managing director at Deutsche Bank Private Wealth Management in New York City, where she works with clients and their advisors to help develop estate, gift, tax, and wealth transfer planning strategies. Earlier in her career she was a vice president in the estate planning department of U.S. Trust Company. She also practiced law with Weil, Gotshal & Manges in New York. Ms. Christerson is the author of the monthly newsletter “Tax Topics." She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law.
Registration Fees
| Non Member | $109.00 |
| CBA | $89.00 |
- General Credits: 1.00
- Ethics Credits: 1.00
- EDI Credits:
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