Shawn McCullough and Natalie Perry co-present on Representing Estate and Trust Beneficiaries and Fiduciaries

Shawn M. McCullough and Natalie M. Perry co-presented on “Representing Estate and Trust Beneficiaries and Fiduciaries” on April 1, 2024 at an ALI-CLE webinar.  The topic was Addressing Demands for Accounting and Defending Against Accounting Disputes.  


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About the ALI-CLE webinar:

The panels of distinguished speakers shared their insights, as well as provided helpful examples, on the controversies that can arise among the parties to complex trust and estates.  Each topic was carefully chosen and developed with the concerns to today’s estate and trust counsel in mind.  High-level guidance was given on the following issues and trends: 

  • Hot topics in estate and fiduciary litigation
  • Trust protectors
  • Addressing demands for accounting and defending against accounting disputes
  • Attorney client privilege and common interest agreements
  • Protecting the estate plan – Pre-marriage, during marriage, and when facing divorce
  • Irrevocable trusts and DAPTs
  • Decanting and modifying trusts
  • Dealing with foreign beneficiaries
  • Tools fiduciaries can use to protect beneficiaries’ privacy
  • Charitable remainder trusts
  • Virtual representation – Expectations and limitations