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Acting as a Fiduciary (2014)

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Are you considering whether to act as trustee, personal representative or conservator. Learn from lawyers who have active fiduciary practices. Presented as part of the 2014 Annual National Conference by Robert B. Fleming, CELA, Robert W. Fechtman, CELA
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Advising a Client Who Is an Agent-Now What Do I Do?

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Looking at varying versions of health care powers of attorney and a case scenario with which to discuss how to best counsel a client who is serving as agent on interpretation of the document and advocating for the needs and wishes of the principal. Presented by: Susan W. Tolle, M.D. and Judith D. Grimaldi, CELA, CAP
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Changes In The VA Fiduciary Program (2010)

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Session from the May 2010 Annual Meeting Orlando, FL.VA's National Fiduciary staff present information on recognition of court-appointed guardians and federal fiduciaries and the unique responsibilities associated. 1 hour.
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Client as Guardian: Bringing Calm to the Chaos

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Your client has just been appointed guardian, how do you move forward to ensure the Ward’s needs are met despite resistance from the Ward? How do you locate assets, prepare an accurate inventory, and instruct your client on how to prepare an accounting?
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Decanting-Fiduciary's Tool for Needs Based Assistance (2011)

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From the National Aging & Law Institute. Learn practical tips on using a trustee's "decanting" power to modify irrevocable trusts to preserve eligibility for needs-based assistance and a brief discussion on pre-mortem probate statutes. Approx. 75 mins. Presented by Bethann Boudah Chapman, Esq.
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Fiduciaries and Medicaid Planning

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Session examines whether and when the law might recognize the fiduciary's ability to undertake Medicaid planning for beneficiary as well as various types of fiduciary arrangements and what is needed to give the fiduciary the ability to undertake this type of planning.
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Fiduciary Access to Digital Assets

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You are behind the curve if you are not addressing the administration and disposition of digital property in your estate planning. Additionally, fiduciaries are encountring special issues with access and disposition of digital property on a daily basis. This session will offer important planning tips an cutting-edge advice for fiduciary administration of this unique set of assets. The speaker will also describe and discuss the recent spate of criminal password-sharing and TOSA violation cases. Presented by: Suzanne Brown Walsh, Esq. Murtha Cullina LLP, Hartford, CT
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Fiduciary Litigation - Case Studies, Procedures & Trends (2014)

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This presentation uses case studies to illustrate current issues in Fiduciary Litigation including intake, pleadings, litigation and advising clients to limit potential liability or litigation. Presented as part of the 2014 Annual National Conference by Sharon M. Rivenson Mark, CELA, CAP
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Fiduciary Representation (2011)

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Explore representation of fiducaries, such as executors, administrators, trustees, guardians, conservators, attorneys-in-fact and agents in pursuant to health care proxies. Approx. 1 hour. Presented by Shirley Berger Whitenack, Esq., CAP
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Fiduciary Representation (2014)

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This segment will identify and avoid potential traps encountered in representing of fiduciaries such as executors, administrators, trustees, guardians, conservators, attorneys-in-fact and health care agents. Presented as part of the 2014 Advanced Elder Law Review Course by Stuart D. Zimring, CAP
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