SpeakersDavid Little Hartog, Baer & Hand
Krista ConoverBoston Private
David LevinMarchi Smith & Levin
Topics• What the fiduciary wants counsel to know
• Administering to avoid litigation
• Communicating to avoid or deescalate litigation
• Post-filing communications with beneficiaries
• Managing and limiting successor trustee liability and duties
• How to advocate for the neutral
• [Selecting counsel and defining the scope of representation]