ACTEC 2024 Meeting

The American College of Trust and Estate Counsel hosts their annual Fall meeting in Chicago from September 19-22, 2024. The Professional programming portion focuses on “Three’s Company or Three’s a Crowd,” delving into the interaction between estate planners, fiduciary counsel, and fiduciary litigators.

Morris Nichols partner Todd Flubacher co-presents the September 21 morning session, “Come and Knock on Our Door - We’ve Been Waiting for You! Greeting Unwelcome (or Downright Difficult) Distribution Requests.” Panelists will discuss how a trustee handles typical and not-so-typical distribution language in trust documents and interesting requests from beneficiaries.

Other discussion topics include:

• Best practices that can guide a trustee in making sound decisions.
• The most common red flags.
• The impact of a settlor’s letter of wishes.
• The required information and substantiation.

CLE opportunities are available. For more information and to register, visit the ACTEC website.