Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases

Speaker: 
Dana G. Fitzsimons Jr.
Bessemer Trust

Location:
Charlotte City Club

This session will review selected reported fiduciary litigation decisions from 2023 that relate to multiple areas of estate planning, estate and trust administration, the fiduciary duties of agents, administrators, trustees, and other fiduciaries, and related trial practice, and identify and discuss navigating contemporary fiduciary challenges.