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 pmIntroduction & Overview of Fiduciary & Trust/Conservatorship Account Dreams & Challenges
Lisa M. Cukier, Esq.,
Burns & Levinson LLP, Boston
2:05 - 2:50 pm
Fiduciary Duties & Nuts & Bolts of Fiduciary Accounting
Francine R.S. Lee,
Ernst & Young LLP, New York
2:50 - 3:10 pm
Investment Approaches & Considerations
Nora Yousif, CFP®, CDFA®, CPFA,
RBC Wealth Management, Boston
3:10 - 3:15 pm
Break
3:15 - 3:45 pm
Representing a Proponent of an Accounting & Defending an Accounting
Lisa M. Cukier, Esq.,
Burns & Levinson LLP, Boston
3:45 - 4:15 pm
Compelling a Fiduciary to Account and Objecting to Accountings
Tiffany M. Bentley, Esq.,
Day Pitney LLP, Boston
4:55 - 5:00 pm
“Ask the Experts” Q&A Session
Tiffany M. Bentley, Esq.,
Day Pitney 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
4:15 - 4:55 pm
Case Studies
Tiffany M. Bentley, Esq.,
Day Pitney 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
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
Speakers
ChairLisa M. Cukier, Esq.,
Burns & Levinson LLP, Boston
Faculty
Tiffany M. Bentley, Esq.,
Day Pitney LLP, Boston
Francine R.S. Lee,
Ernst & Young LLP, New York
Nora Yousif, CFP®, CDFA®, CPFA,
RBC Wealth Management, Boston
