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Communications Best Practices and Pitfalls for Trusts and Estates Lawyers

 
Date: Thursday, March 8, 2018 12:00 PM to 1:00 PM
Venue: Glacial Lakes Room / Minnesota State Bar Association  Minneapolis, MN United States  Get Directions
Total Price: $30.00
 
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Deadline to Register: March 6, 2018

As trusts and estates lawyers, you have to communicate with your clients as well as a unique mix of non-clients.  Those non-clients include family members, accountants and other professionals, beneficiaries, etc.  When disputes arise out of estate planning decisions, or the actions of professional fiduciaries, these communications with non-clients can create thorny issues that can complicate litigation.

We will identify some best practices to consider as you manage your communications necessary to serve your clients.  We will also explain how the failure to think through these issues on the front end can create additional risk and cost in litigation.

Lunch will be provided. Registration begins at 11:30 AM.

Presenters:

Phil Schenkenberg, Briggs and Morgan
Claire Joseph, Briggs and Morgan

Phil Schenkenberg and Claire Joseph are shareholders at Briggs and Morgan, and members of the firm’s Trusts and Estates Disputes and Litigation group. They work closely with the firm’s estate planning lawyers when estate planning, administration, and trust issues end up in litigation. Phil and Claire have represented trustees, conservators, and guardians, as well as individuals involved in family disputes. 
 
Phil earned his J.D. from the University of Minnesota in 1995 and has been with Briggs since graduating.  Phil co-chairs the firm’s Business Litigation section.
 
Claire earned her J.D. from the University of Minnesota in 2010, and an LL.M from Université Jean Moulin III in 2011.  She joined Briggs in 2011.   
 

CLE Credit:

1.0 Standard CLE Credit approved | Event Code: 251370

Cost:

Probate and Trust Law Section Member: $10
MSBA Member (but not a member of Probate and Trust Law Section): $25
Non-MSBA Member: $30
Law Student:  FREE

Join the Probate and Trust Law Section and attend the CLE for FREE! MSBA members who are not members of the Probate and Trust Law Section can join the Section and attend this CLE for FREE.  Call Tram Nguyen at 612-278-6316 to take advantage of this offer!

Remote Participation: 

Participation by teleconference or webcast is available. Please indicate remote participation when registering. Instructions will be provided via e-mail one day prior to the CLE.

To register with a check, please mail in this registration form.
Need to cancel? Please see our cancellation policy.
Want more information about the Probate and Trust Law Section
Questions? Contact Tram Nguyen | 612-278-6316

If you need reasonable accommodations to participate in this event please notify Tram Nguyen at tnguyen@mnbar.org or 612-278-6316. Please provide notification at least 72 hours prior to the meeting to allow sufficient time to make arrangements for accommodations at this meeting.

 
No sessions have been associated with this event.