OBA Trusts & Estates LAW PROGRAM | 12:30 PM to 2:00 PM

This program is also part of the 2017-2018 Trusts and Estates Passport Series.

You agreed to act as estate trustee, but now what? How can you protect yourself from potential liability while acting in this role? Join our panel to explore some of the common snares and potential pitfalls facing estate trustees, and gather practical strategies for avoiding personal liability. Get helpful insights on key challenges including:

• Navigating multiple trustees
• Managing businesses and other corporate holdings
• Dealing with complex administrations and litigation involving the Estate
• The intersection of your role as estate trustee and as a lawyer

PROGRAM SPEAKERS

Bradley Phillips, Wagner Sidlofsky LLP
David Lobl, Gowlings WLG

CASE OF THE MONTH

Daniel Stober, Torkin Manes LLP

PROGRAM CHAIR

Tanisha Tulloch, Torkin Manes LLP