Lessons Learned: Cautionary Tales from Litigators and Mediators for Estate Planners and Trust and Estate Administrators
Presenters Bette Epstein and Richard Collier have decades of experience both litigating and mediating inheritance disputes. This program will address issues that arise for trust and estate counsel from the time the proposed client walks in the door through the administration of the estate. Their discussion will include recognizing and managing conflicts of interest, fiduciary duties vs. attorneys duties, importance of asking the right questions, record maintenance, going to/keeping out of probate court.