June 3, 2014
12:00 – 1:00 p.m.
1.00 MCLE hours
Feuds are endemic to trusts, which are often a volatile combination of family emotions, rivalries and resentments – and money. Disputes about the amount or timing distributions, control, investment priorities, or a perceived lack of communication can easily escalate into open dispute and costly litigation. Added to the complexity of these financial and administrative issues is the reality of new spouses, children from multiple marriages, and subtle but real feelings of unfair treatment. This program will provide you with a practitioner’s guide to identifying red flags in families before it’s too late to resolve them, counseling clients about methods to reduce the risk of dispute and litigation, special issues involving family businesses, drafting techniques and tips on working with warring family factions.
Robert W. Benjamin, Wiggin and Dana, LLP, New York
Blanche Lark Christerson, Deutsche Bank Private Wealth Management, New York