LIVE REPLAY: Family Feuds in Trusts

October 2014
 
LIVE REPLAY:  Family Feuds in Trusts
 
The Professional Education Broadcast Network is a national network of bar associations providing high quality, practically useful CLE across a range of practice areas.  All programs are conveniently delivered to your desk as a teleseminar which you can access from your telephone or as an audio stream over the Internet.  Just 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. Can't join a program - or you registered but missed it?  Register for a program and if you miss it, we will automatically email you an MP3 file of the program!
 
ACCREDITATION INFORMATION: Individual attorneys may apply for credit through the Colorado Supreme Court Board of Continuing Legal Education using the FORM 1, which can be found at www.coloradosupremecourt.com.
 
How to Register
 
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1. CALL us! (303) 860-0608, or toll free (888) 860-2531
2. Or REGISTER ONLINE NOW by using the corresponding course links above.
 
 
Program Description:
 
Feuds are endemic to trusts, which are often a volatile combination of family emotions, rivalries and resentments - and money. Disputes about the amount or timing distributions, control, investment priorities, or a perceived lack of communication can easily escalate into open dispute and costly litigation. Added to the complexity of these financial and administrative issues is the reality of new spouses, children from multiple marriages, and subtle but real feelings of unfair treatment. This program will provide you with a practitioner's guide to identifying red flags in families before it's too late to resolve them, counseling clients about methods to reduce the risk of dispute and litigation, special issues involving family businesses, drafting techniques and tips on working with warring family factions.
 
- Family feuds in trusts - sources of litigation and practical drafting and counseling techniques to reduce the risk of dispute and litigation
- Unequal distributions, control of family businesses, new spouses, children from different marriages, specific gifts
- Specific solutions for each problem - incentives in trusts, addressing inequality, "HEMs" standards, and more
- Trustee issues - family v. institutional representation and communications
- Special issues when a family business is held in a trust
- Use of Buy-Sell agreements to avoid disputes
- Practical tips on working with warring family factions and protecting yourself
 
Faculty:
 
Robert W. Benjamin is a partner in the New York office Wiggin and Dana, LLP, where he has counsels foreign and domestic clients in all matters relating to estate planning, probate and the taxation and administration of trusts and estates. He also counsels tax-exempt organizations and members of charitable boards. Mr. Benjamin has served as an Adjunct Lecturer at Pace University and has written extensively on estate and trust topics. He served as member of the Committee on Trusts, Estates and Surrogate's Courts of the Association of the Bar of the City of New York, where he drafted numerous reports on proposed legislation affecting New York Surrogate's Court practice.  Mr. Benjamin received his A.B., with honors, from Vassar College and his J.D. from Fordham University 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 City.  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.

Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
Location Information
Teleseminar

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Registration Fees
Non Member $109.00
CBA Member $89.00
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Start Date - End Date
October 09, 2014
Start Time - End Time
11:00 AM - 12:00 PM
Event Location
Teleseminar
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