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Estate Planning: Fiduciary Issues and Ethics

This program provides practical information including:

  • Personal representatives, trustees, and other fiduciaries
  • Trust protectors
  • Powers vs. duties
  • Breach of trust and remedies
  • Compensation
  • Distribution issues
  • Principal and income allocation issues
  • Removal of fiduciary
  • Bonds
  • Limiting liability and exculpation clauses
  • Ethical issues