A primer on and review of the law governing when a trust and estate lawyer may owe a duty to a third party beneficiary who is not a client. The law will be examined in the context of estate planning, trust and estate administration and litigation.
Speaker
Stacie Nelson
Holland & Knight, LLP
Topics
• When do estate planners owe a duty to beneficiaries?
• Do lawyers for fiduciaries owe a duty to beneficiaries?
• What are the exceptions to the general rules?