Help Fiduciaries Get Up to Speed on the Law and Top Areas of Risk
Advising trustees, personal representatives and wealth advisers is a complex and multi-faceted job. This legal briefing highlights the top tasks and challenges involved in helping fiduciaries address the legal aspects of their jobs, prevent liability and resolve disputes. Register today!
Get tips for educating fiduciaries on their powers and responsibilities.
Identify and address key pain points in multiple fiduciary situations.
Glean top areas of risk: get an update on the important recent case law and PLRs.
Explore the extent and limitations of fiduciary duties to the beneficiaries.
Laws and Regulations Governing Fiduciaries
Educating Lay Fiduciaries on Their Duties
Fixing Fiduciary Mistakes
Duties to Beneficiaries
Common Issues in Co-Fiduciaries and Successor Fiduciaries
Resolving Trustee Disputes: Lessons From Recent Case Law
EVALEEN M. DAVIS is the principal of the Law Office of Evaleen M. Davis in Plano. Ms. Davis has focused in estate planning, probate, corporate law, and tax planning, including compliance for exempt organizations, as well as asset protection. She is board certified in estate planning and probate law by the Texas Board of Legal Specialization. She has previously lectured on claims procedures in probate and is a frequent lecturer at the Dallas Police and Fire Pension System pre-retirement programs. Ms. Davis earned her B.A. degree from the University of Texas at Arlington and her J.D. degree from Texas Tech University School of Law.
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