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Mortimer H. Hess Memorial Lecture: Defusing Conflicts and Re

Mortimer H. Hess Memorial Lecture
Defusing Conflicts and Reducing Litigation Exposure When Acting as Trustee, Advisor, or Counsel
day, June 26, 2024 | Lecture: 6:00 pm – 7:00 pm | Reception: 7:00 pm – 8:00 pm

Format: In-Person

Program Fee:
There is no fee for this event, please sign in to register. 

Acting in a fiduciary role requires trustees and their advisors to navigate a myriad of potential traps. Failure to manage conflicts of interest can lead to costly litigation exposure. Drawing upon the latest judicial and legislative developments, this presentation offers practical guidance for defusing conflicts and minimizing fiduciary risk. 

Specifically, we will explore ten potentially perilous traps for trustees and their advisors, including investing trust funds when objectives conflict, weighing distribution determinations, allocating the tax burden, limiting an attorney’s on-going professional responsibility and the extent to which a trustee can rely on the provisions of a trust document to limit liability.

Lecture Given by:
Sharon L. Klein, EVP, President, Family Wealth, Eastern U.S. Region, Wilmington Trust NA

Since the late 1960s, the Mortimer H. Hess Memorial Lecture has been sponsored annually by the Estate & Gift Taxation Committee.  The lecture series, originally created by the family of the late tax lawyer Mortimer H. Hess, is made possible through a generous grant from Mr. Hess’s family and former partners.  The subjects of the lectures are related to the law of trusts, estates, and taxation, subjects on which Mr. Hess was an acknowledged authority.

Sponsoring Committee:
Estate & Gift Taxation, Kevin Matz, Chair

New York City Bar Association 42 West 44th Street New York, NY 10036

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