Advising the Estate Executor/Trustee: How to Do It Right

Do you understand the fundamentals and scope of Executor responsibility? Are you aware of the most common pitfalls practitioners face when advising an estate Executor or Trustee? This highly practical presentation with experienced estates and trusts lawyer Lynne Butler will review the responsibilities, powers, and liabilities of Executors, and the rights of beneficiaries, with a focus on how counsel for the Executor can help avoid conflict and litigation! Among the subjects Lynne will address are:

How does a lawyer work with co-Executors who can’t get along?
How can an Executor defend against an accusation of breach of trust?
What does the court consider in an application to remove an Executor?
What happens if an Executor overpays a beneficiary?
Is there a right to an interim distribution?
Can Executors demand releases from beneficiaries before paying them their inheritance?
What do you do if your client behaves unethically?

In addition, Lynne will offer suggestions for working with a trust company Executor, dealing with “rogue” Executors, and, resolving disputes about Executor’s fees. Attend this webinar and enhance your skills to help the Executor client avoid common missteps!

Live webinar with chat includes 60 day replay. This program features real-time audio of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A.