Gain an understanding of the duties and powers of a trustee.
If there is a connection between the trust property and the trustee’s personal account or property, a trustee is in breach of his duty of loyalty, regardless of good faith or fairness to the beneficiary. Conflict of interest is irrebuttably presumed – sometimes called “no further inquiry rule.” Transactions effected by a conflict between the trustee's personal interest and the interests of the beneficiaries are voidable. This video reviews the trustee’s duty of loyalty and impartiality, and the duty to inform and report.
Agenda
Faculty
Tereina Stidd, J.D., LL.M.
American Academy of Estate Planning Attorneys, Inc.
- Director of Education at the American Academy of Estate Planning Attorneys, a national organization dedicated to promoting excellence in estate planning
- Practice focuses on helping Member firms resolve issues ranging from how best to structure an estate plan to determining which sections of the Internal Revenue Code will apply to a particular transaction to administering estates and trusts efficiently
- Prior experience includes over 15 years in private practice, working in AM Law Top 100 and 200 firms, mid-sized firms, and boutiques
- Frequent presenter at national conferences and legal education programs on topics such as trust administration, probate processes, tax implications, and estate planning strategies
- Co-Author, Chapter 6 Homestead in Basic Estate Planning in Florida, 6th-11th ed., published by the Florida Bar
- Member of the Florida Bar and North Carolina Bar (inactive status)
- J.D. Degree, the Claude W. Petit College of Law at Ohio Northern University; LL.M. Degree in taxation, the University of Miami School of Law; B.A. Degree in political science, cum laude, St. Bonaventure University
- Can be contacted at [email protected] or (858) 300-4730
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