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Philadelphia Bar Association

Topcap Invite

Date:
Monday, June 05, 2017

Time:
12:30 PM

Location:
Loews Philadelphia Hotel
1200 Market Street
Congress Room, 4th Floor
Philadelphia, PA 19107

2 ETH

Registration Info:
Lunch and registration begin at 12:00 PM

Program:
12:30 PM - 2:30 PM

CLICK HERE TO REGISTER FOR THIS CLE PROGRAM

Faculty:

Planners::

Ashley Cook, Esq.
Wells Fargo Wealth Management
Philadelphia

Amy C. Quigg, Esq.
Wells Fargo Wealth Management
Philadelphia

Speakers:

Timothy J. Holman, Esq.
Smith Kane Holman LLC
Malvern

M. Howard Vigderman, Esq.
Montgomery McCracken Walker & Rhoads LLP
Philadelphia

Conflicts, Conflicts, Conflicts - Tips for Estate Planners, Estate Administrators and Fiduciary Litigators

CLE -2017 June Probate Qtly: Conflicts-Tips for T&E Lawyers

June 2017 Probate & Trust Law Section Quarterly Meeting and CLE

Sponsored by:

PNC Wealth Management

Tips for Estate Planners, Estate Administrators and Fiduciary Litigators

As an estate planner, are you kept awake at night wondering about the conflicts associated with representing both family relationships and family business interests? As an Orphans' Court litigator are you aware of the potential conflicts that can rear their heads during fiduciary litigation?

Our panel of experienced attorneys will discuss the conflicts of interest and potential conflicts of interest that arise and may arise in estate planning and administration out of intrafamily and family business relationships as well as fiduciary litigation matters, including will contests, guardianships and the Account and Audit process.

Some of the issues to be discussed:

  • Does anyone represent "the Estate," "the Trust," "the Family Business" or perhaps "the Situation?"
  • Co-executors with diverging interests
  • Derivative fiduciary duties
  • Representing married couples, including second marriages (or more!)
  • Relevant Rules of Professional Conduct
  • WHOM do YOU represent in a guardianship matter?
  • WHOM do YOU represent in a buy/sell agreement in an intrafamily and family business relationship?
  • Can a fiduciary assert the attorney/client privilege to prevent a beneficiary from seeing certain documents?
  • Engagement letters, and waivers, and informed consent, Oh my!

    Join your Probate & Trust Law Section colleagues for the June Quarterly and hear how to deal with conflicts associated with representing both family relationships and family business that may arise when a loved one becomes incapacitated or dies.

    Earn your 2 required Ethics credits!

    CLE logo

Bottomcap Invite