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Fiduciary Representation (AELR 2017)

Product Details:
This session includes seeking the appointment of, giving advice to, representing, or serving as executor, personal representative, attorney-in-fact, trustee, guardian, conservator, representative payee, or other formal or informal fiduciary. This session includes a discussion of the ethics of fiduciary representation. Presented by: Shirley Berger Whitenack, CAP
$99.00
$199.00
$199.00

Fiduciary Representation (AELR 2018)

Product Details:
This session includes seeking the appointment of, giving advice to, representing, or serving as executor, personal representative, attorney-in-fact, trustee, guardian, conservator, representative payee, or other formal or informal fiduciary. This session includes a discussion of the ethics of fiduciary representation.
$99.00
$199.00
$199.00

Fiduciary Representation Traps (2012)

Product Details:
Helps you identify and avoid potential traps encountered in representing fiduciaries such as executors, administrators, trustees, guardians, conservators, attorneys-in-fact, and health care agents. Presented by Shirley Berger Whitenack, CAP as part of the 2012 Advanced Elder Law Review. Shirley Berger Whitenack, CAP
$99.00
$129.00
$129.00

Fiduciary Representation Traps (2013)

Product Details:
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 by Shirley Berger Whitenack, CAP
$99.00
$129.00
$129.00

Finances and Fiduciaries: Diminished Capacity and Diminishing Resources in a Post-Election World (2012)

Product Details:
Statutory, drafting and counseling strategies to address power of attorney abuse; conservator standards in financial decisions and fees; role of Consumer Financial Protection Bureau for older individuals with diminished capacity-this workshop provides an overview of the recommendations of delegates to the Third National Guardianship Summit pertaining to financial, residential, and health care decision-making by court-appointed guardians and conservators. Presented by Edwin M. Boyer, Esq., CAP; Naomi Karp, Policy Advisor, Consumer Financial Protection Bureau Office of Older Americans; Prof. Linda Whitton, JD, Valparaiso University; and Erica Wood, ABA Commission on Law and Aging as part of the National Aging and Law Institute.
$0.00
$129.00
$129.00

Navigating Trustees of Special Needs Trusts Through Rough Waters (Summit 2016)

Product Details:
Learn how to counsel a trustee client regarding the exercise of “sole and absolute discretion” typical of a SNT that may range from having conditional or restrictive language to the broadest of discretion, and identifying under what circumstances a SNT may become unworkable and decanting or seeking its modification may be advisable. Also learn how to administer a SNT with a multitude of needs-based benefit programs in mind, from the less common such as housing assistance, SNAP, TANF, and VA benefits to those that are typically contemplated, such as SSI and Medicaid, and reconciling the applicable regulations of the various programs, as well as determining whether to forego any such benefits to provide for more flexibility in administering the SNT. Presented by Patricia E. Kefalas Dudek, CELA, CAP
$0.00
$199.00
$199.00

Representing and Advising a Fiduciary Accused of Wrongdoing

Product Details:
Realistically assess the strengths and weaknesses of the case brought against the corporate fiduciary for breach of duty; identify resources regarding viable defenses and potential land mines in the defense of the corporate fiduciary. Presented by Kerry R. Peck, CAP, Fellow
$0.00
$199.00
$199.00

Representing Fiduciaries: Who Is Your Client? (2013)

Product Details:
Addresses the special ethical and professionalism rules related to the representation of fiduciaries, using the ACTEC Commentaries to the Model Rules of Professional Conduct, the NAELA Aspirational Standards for the Practice of Elder Law, and case studies specially prepared for this session. This interactive session will include polling participants for their reactions to common ethical and professional dilemmas in the representation of trustees, guardians, conservators, and personal representatives. Learn practical solutions for addressing conflicts when they arise in this area of your practice. Presented by Prof. Samuel A. Donaldson, Georgia State University College of Law, and Prof. Mary F. Radford, Georgia State University College of Law.
$0.00
$129.00
$129.00

The Fiduciary Duty and Supported Decision Making for People with Special Needs (2013)

Product Details:
This session will review the guardianship standards and the role of the fiduciary while balancing the rights and opportunities for people with special needs. Presented by Aimee D. Griffin, Esq., and Tina Campanella, MA, CEO of Quality Trust.
$0.00
$129.00
$129.00

Using Trustee Discretion to Reduce or Supplant Benefits

Product Details:
In this session, attorneys acting as Trustee or counseling Trustees of SNTs will discuss what it truly means to have sole and absolute discretion when administering a SNT. It’s important to be knowledgeable of a beneficiary’s circumstances and the benefits for which they are eligible and, with that, to be flexible in deciding what distributions should and should not be made. When is it okay to knowingly make a distribution that may reduce or replace the benefits one is receiving? How does a Trustee properly evaluate such a distribution? Presented by: B. Bailey Liipfert, III, CELA
$0.00
$199.00
$199.00