Coordinating Trusts with Protected Proceedings/Conservatorships - Segment 8 of Advanced Elder Law Institute 2010 Out of Stock
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Advanced Elder Law Institute
Segment 8, "Coordinating Trusts with Protective Proceedings/Conservatorships"
Presented by Darla Daniel, Esq., and Marcie McMinimee, Esq.
Description:
In this informative segment, the coordination of trusts, estates, and protective proceedings was discussed. The duties of a fiduciary were set forth, such as the duty of loyalty and impartiality, duty of care, and the duty to keep beneficiaries reasonably informed, and powers of a fiduciary were also discussed. The intersection of trusts and estates and protective proceedings was covered, as were red flag situations in trust and estate administration when dealing with incapacitated or potentially incapacitated persons. Hypothetical situations were set forth, and relevant statutes were provided.
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- General Credits
- Ethics Credits
- EDI Credits