This Cannon Teleconference is a brown-bag event sponsored by Salisbury Bank and hosted by BCEPC. Join us with your lunch at 12:30 pm. Program runs 1:00 pm - 2:30 pm. The topic is Teleconference: Developments in Trust and Estate Administration and Fiduciary Liability.
To be successful consistently, a fiduciary must have the skills and temperament to navigate turbulent waters with a steady hand. Fiduciaries frequently face risks and challenges from three, often conflicting, sources: the governing instrument; applicable state and federal law; and the beneficiaries. We will tackle issues emanating from all three of these sources.
- Areas of greatest hazard for fiduciaries
- Beneficiaries’ consents, waivers and releases
- Statutes of limitations for bringing claims against fiduciaries
- Lawyer liability that may arise from advising beneficiaries or fiduciaries
Location Berkshire Bank, 25 Main Street, Lenox, MA. RSVP to Dan Stanyon below. Free for Members!Non-members: Please pay $15 in advance via PayPal (click here).