Marguerite Lorenz delivers an excellent presentation on the ethical standards that guide trustees and the everyday scenarios where these standards come into play. Attorneys will learn about the roles of trustors, trustees & beneficiaries, sources of common ethical challenges in trust administration, and working with beneficiaries. This program concentrates on standards involving integrity, confidentiality & due diligence, the roles of fiduciary, personal property, elderly clients, self-dealing, conflicts of interest. and best practices for avoiding liability. Ms. Lorenz is a professional Trustee and Executor and frequent speaker on a variety of Estate Planning topics. She was a 2009 Nominee for a Bravo Award from the National Association of Women Business Owners and is the co-author of Ethics for Trustees.
On-Demand