Fiduciary litigation requires a team to completely understand the numerous components to effectively manage matters for their clients. Litigators must be proficient in Massachusetts trusts and conservatorship law and statutory rules about accounting, know what to review when examining fiduciary accounting, be familiar with investment approaches and strategy, and succeed when bringing and/or defending actions for accounting.
This panel combines the knowledge of skilled fiduciary litigators as well as wealth management and estate accounting professionals to provide unparalleled techniques, tips, and best approaches for avoiding fiduciary account nightmares when representing your clients.
This panel combines the knowledge of skilled fiduciary litigators as well as wealth management and estate accounting professionals to provide unparalleled techniques, tips, and best approaches for avoiding fiduciary account nightmares when representing your clients.
Course Content
2:00 - 2:05 pm- Introduction & Overview of Fiduciary & Trust/Conservatorship Account Dreams & Challenges
- Lisa M. Cukier, Esq., Burns & Levinson LLP, Boston
- Fiduciary Duties & Nuts & Bolts of Fiduciary Accounting
- Francine R.S. Lee, Ernst & Young LLP, New York
- Investment Approaches & Considerations
- Nora Yousif, CFP®, CDFA®, CPFA, RBC Wealth Management, Boston
- Break
- Representing a Proponent of an Accounting & Defending an Accounting
- Lisa M. Cukier, Esq., Burns & Levinson LLP, Boston
- Compelling a Fiduciary to Account and Objecting to Accountings
- Tiffany M. Bentley, Esq., Burns & Levinson LLP, Boston
- “Ask the Experts” Q&A Session
- Tiffany M. Bentley, Esq., Burns & Levinson LLP, Boston
- Lisa M. Cukier, Esq., Burns & Levinson LLP, Boston
- Francine R.S. Lee, Ernst & Young LLP, New York
- Nora Yousif, CFP®, CDFA®, CPFA, RBC Wealth Management, Boston
- Case Studies
- Tiffany M. Bentley, Esq., Burns & Levinson LLP, Boston
- Lisa M. Cukier, Esq., Burns & Levinson LLP, Boston
- Francine R.S. Lee, Ernst & Young LLP, New York
- Nora Yousif, CFP®, CDFA®, CPFA, RBC Wealth Management, Boston
- Please Note
- MCLE webcasts are delivered completely online, underscoring their convenience and appeal.
- There are no published print materials. All written materials are available electronically only.
Speakers
Chair- Lisa M. Cukier, Esq., Burns & Levinson LLP, Boston
- Tiffany M. Bentley, Esq., Burns & Levinson LLP, Boston
- Francine R.S. Lee, Ernst & Young LLP, New York
- Nora Yousif, CFP®, CDFA®, CPFA, RBC Wealth Management, Boston
