This topic will cover the nuances in fiduciary relationships as well as the relationship between the fiduciary and the individual.
The program will cover the strategies to achieve legal goals, including, achieving power and authority. In addition it will address strategies aimed at avoiding litigation and reducing the temperature in the room. The topic will discuss the latest trends in fee litigation in accounts.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Turf Wars-Competing Fiduciaries
- Health Care Proxies vs. Guardianships
- Durable Powers of Attorneys vs. Conservatorships
- Conservators vs. Trustees
Competing Rights Between the Fiduciary and the Individual
- Individuals Right to Counsel
- Who Call the Shots- the Guardian or the Individual
Hot Topics in Accounts
- Fiduciary Fees
- Legal Fees
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on February 13, 2020.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Lisa M. Cukier, Esq.
Rubin And Rudman Llp
- Partner and Executive Committee member at Burns & Levinson LLP in Boston
- Practice includes trust litigation, will contests, fiduciary litigation, guardianship and conservatorship litigation, probate litigation, child custody, high conflict parenting disputes, parentage issues, adoption, strategic divorce and divorce impacted by mental health issues and divorce impacted by family trusts and family business, blended family planning and litigation, grandparents visitation matters, and elder financial exploitation
- Previous assistant general counsel for the Massachusetts Department of Mental Health and Department of Mental Retardation (now DDS) where she prosecuted disabled person abuse cases for the Disabled Persons Protection Commission
- Past president of the Massachusetts Family and Probate American Inn of Court, and presently a member of various organizations
- Recognized with the Best Lawyers designation from 2010 – 2019, the SuperLawyers designation from 2005-2019, the Massachusetts Bar Association Community Service Award in 2005, a National Law Journal Trailblazer in 2017, the Women Worth Watching recognition in 2018 and Top Women of Law in 2019
- Graduate of Northeastern University and Suffolk University Law School
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
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