COURSE DESCRIPTION
This program will provide you with a wide ranging discussion of developments in fiduciary litigation. The program will cover significant developments in claims based failure to make discretionary distributions, trends in claims of undue influence or duress, and claims based on failure to diversify in a volatile market environment where general economic condition are softening. This program will provide you with a guide to developments in fiduciary litigation and discuss how these developments alter prior law.
- Review of significant case law developments and trends in fiduciary litigation
- Failure to diversify and properly manage continuing market volatility
- Claims based on breach of distribution polices or abuse of discretionary distributions
- Trends in the assertion undue influence and the presence of duress
Speakers:
Steven B. Malech is partner in the New York City office of Wiggin and Dana, LLP, where he is chair of the firm’s probate litigation practice group. He is represents beneficiaries, fiduciaries and creditors in disputes involving alleged violations of the Prudent Investor Act and its predecessors, alleged breaches of fiduciary duty, disputed accountings, and will contests. He represents clients in cutting edge probate litigation matters involving trusts and estates with assets in the hundreds of millions of dollars. Mr. Malech received his B.A., with special honors, from the University of Texas and his J.D. from the Connecticut School of Law.