Name
Decanting from a Trustee’s Perspective: Minimizing the “No Good Deed Goes Unpunished” Risk
Date & Time
Friday, April 5, 2024, 4:30 PM - 6:00 PM
Speakers
Michaelle Rafferty - Maupin, Cox & LeGoy
Description
This session will explore the act of decanting from the perspective of the trustee. Given that the trustee is the fiduciary who undertakes the decanting action, understanding not only the important steps that fiduciaries should consider before agreeing to decant but also the actions necessary to complete the decanting can be crucial to a successful decanting. In addition, this session will focus on risk management techniques that trustees can utilize to minimize the risk of an unsuccessful decanting or fiduciary liability associated with decanting.
Course Level
Advanced
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
1.50
CLE Eligibility
Eligible for CLE credit