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Fiduciary Solutions Symposium Recap

September 24, 2013/in Administration Expenses, Administration of Estate, Administration of Trust, Conservator, Court Procedures, Fees, Fiduciary Discretion, Fiduciary Duties, Fiduciary Litigation, Guardian, Legislation, Life Insurance, Personal Representative, Powers of Attorney, Removal of Fiduciary, Settlement of Controversies, Surcharge of Fiduciary, Testamentary Capacity, Testamentary Intent, Trustee, Undue Influence, Will & Trust Construction

by Kelly Cooper

Last week, we held our first Fiduciary Solutions Symposium. We want to thank each of you that came and participated. We enjoyed seeing all of you and getting a chance to catch up with you over breakfast.

For those of you that couldn’t attend, here is a brief recap. When we discussed topics that we wanted to present at the Symposium, we kept coming back to the constantly evolving and changing nature of our practices. Whether it is taxes, ADR or changes in state laws, things never stay the same. As a result, we decided to discuss a variety of topics and the trends we are seeing each day in our practices. It was difficult to narrow down the topics to two hours of content, but we ended up discussing the following issues:

Digital Assets
Social Media and Use in Litigation
Gun trusts
Civil Unions/Same Sex Marriage and related tax issues
Reformation and modification of trusts and decanting
Apportionment and allocation of taxes and expenses in administration
Baby boomers and the “Silver Tsunami”
Migratory Clients and Differing State Laws
Trends in Alternative Dispute Resolution
Assisted Reproductive Technology

We had so much fun that we are taking the show on the road and will be in Salt Lake City on November 12th. We hope to see you there.

Trust & Estate Litigation Practice

Holland & Hart has one of the premiere trust and estate litigation practices in the Mountain West Region. We offer legal services in the areas of probate, trust, and fiduciary litigation, and provide customized solutions to fiduciaries with the intent of avoiding future litigation. Our team represents trustees, financial institutions, trust companies, beneficiaries, creditors, agents under powers of attorney, and individuals in probate, trust, and fiduciary disputes. As part of a full-service law firm, we can also provide streamlined coordination with attorneys in other related disciplines to provide maximum efficiency and effectiveness. Click here to read more.

Disclaimer

This publication is designed to provide general information on pertinent legal topics. The statements made are provided for educational purposes only. They do not constitute legal or financial advice nor do they necessarily reflect the views of Holland & Hart LLP or any of its attorneys other than the author. This publication is not intended to create an attorney-client relationship between you and Holland & Hart LLP. Substantive changes in the law subsequent to the date of this publication might affect the analysis or commentary. Similarly, the analysis may differ depending on the jurisdiction or circumstances. If you have specific questions as to the application of the law to your activities, you should seek the advice of your legal counsel.