Show navigation

Available in:

OnDemand Webinar
Audio & Reference Manual
MP3 Download

Understanding Fiduciary Relationships and Accounts

This topic will cover the nuances in fiduciary relationships as well as the relationship between the fiduciary and the individual.

The program will cover the strategies to achieve legal goals, including, achieving power and authority. In addition it will address strategies aimed at avoiding litigation and reducing the temperature in the room. The topic will discuss the latest trends in fee litigation in accounts.

Runtime: 57 minutes
Purchase Options

More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Turf Wars-Competing Fiduciaries

  • Health Care Proxies vs. Guardianships
  • Durable Powers of Attorneys vs. Conservatorships
  • Conservators vs. Trustees

Competing Rights Between the Fiduciary and the Individual

  • Individuals Right to Counsel
  • Who Call the Shots- the Guardian or the Individual

Hot Topics in Accounts

  • Fiduciary Fees
  • Legal Fees
Purchase Options

More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on February 13, 2020.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • HI CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • HI CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Purchase Options

More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Lisa M. Cukier

Lisa M. Cukier

Burns & Levinson LLP

  • Partner and Executive Committee member at Burns & Levinson LLP in Boston
  • Practice includes trust litigation, will contests, fiduciary litigation, guardianship and conservatorship litigation, probate litigation, child custody, high conflict parenting disputes, parentage issues, adoption, strategic divorce and divorce impacted by mental health issues and divorce impacted by family trusts and family business, blended family planning and litigation, grandparents visitation matters, and elder financial exploitation
  • Previous assistant general counsel for the Massachusetts Department of Mental Health and Department of Mental Retardation (now DDS) where she prosecuted disabled person abuse cases for the Disabled Persons Protection Commission
  • Past president of the Massachusetts Family and Probate American Inn of Court, and presently a member of various organizations
  • Recognized with the Best Lawyers designation from 2010 – 2019, the SuperLawyers designation from 2005-2019, the Massachusetts Bar Association Community Service Award in 2005, a National Law Journal Trailblazer in 2017, the Women Worth Watching recognition in 2018 and Top Women of Law in 2019
  • Graduate of Northeastern University and Suffolk University Law School
Purchase Options

More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 405353
Published 2020
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!