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Self-Paced Online

There's No Fight Like A Fiduciary Fight

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Date Published

March 18, 2021

Publisher

Monroe County Bar Association

Subjects

Professional Practice, Skills, Trusts & Estates

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.

Summary

This program discusses the most common areas where litigation disputes arise involving trustees, executors and powers of attorney and provides practical tips to successfully navigate these disputes whether you are representing a beneficiary or a fiduciary.

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Presenters

Nadja C. Steve
Regional Trust Team Leader - J.P. Morgan Private Bank

Nadja Steve is an Executive Director and Regional Trust Team Leader with J.P.Morgan’s Private Bank and is responsible for... Read More

Lorisa Larocca

Lorisa LaRocca is a Partner in the firm's Litigation and Labor & Employment Departments where she has developed a... Read More

Gordon S. Dickens

Gordon S. Dickens is a partner in the firm and a member of the firm's Family Wealth and Estate Planning Departmentand... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Video Presentation
Handout
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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