NYSBA Trusts & Estates Law Section Spring Meeting: Part 2

May 15, 2010

Renaissance Hotel

1 West Wacker Drive, Chicago, IL 60601

9:30am - 10:30am

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Contact Info:
Email: kplog@nysba.org

Farrell Fritz trusts and estates partner, John R. Morken, will discuss, “The Self-Dealing Fiduciary”.

Topics to be addressed include:
– The fiduciary relationship, moral vs. contractual obligations of a fiduciary
– Avoiding allegations of self-dealing at the drafting stage
– Risk vs. reward in exercising discretion which insures in favor of the fiduciary
– Impact of self-dealing on burden of proof and damages
– When to seek advice and direction