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 trust and estate 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 completion of the administration of the estate. Among other things, Ms. Epstein and Mr. Collier will discuss managing conflicts of interest, fiduciary duties vs. attorney’s duties, the importance of asking the right questions, and maintaining records.