Protecting Trustees and Fiduciaries from Liability

Tuesday, April 16, 12:30 pm - 1:30 pm Pacific via ZOOM

BHBA members attend all CLE webinars for free. There is a fee for non-members. Check out all membership options at www.bhba.org/membership.

Earn 1.0 CA CLE Hours, Including Estate Planning, Trust and Probate Law Specialization

Meet the Speakers

Paul E. Bartschi

Vice President

Senior Financial Advisor

Merrill - The Special Needs Team

Yevgeny L. Belous

Attorney

Rodnunsky & Associates

About the Program

This program will cover various aspects of protecting fiduciaries acting in financial or healthcare roles from liability for executing their duties. Our primary focus will be on financial management. We will also provide attendees with tools to determine whether they or their clients should take on certain fiduciary roles and ways to avoid liability when the fiduciaries are already acting.

Section Sponsors

This program is presented by the Trust and Estates law section, chaired by Elizabeth Acevedo and David Shapiro. Find out more about the sections at www.bhba.org.

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CLE CREDIT: BHBA CLE programs are eligible for credit in all jurisdictions with mandatory CLE requirements, subject to accreditation and restrictions below. The process for obtaining credit varies by state. For comprehensive details on course accreditation, please email help@bhba.org. Always refer to the registration page and/or course flyer for detailed CLE information for each course.

BHBA is an accredited or approved sponsor in California, Illinois, Pennsylvania, New Jersey, Connecticut,

and Vermont. All courses qualify for New York credit through New York's approved jurisdiction policy. View New York's policy here.

BHBA actively seeks credit approval for individual programs in additional states, including Alabama, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Kansas, Kentucky, Louisiana, Maine, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

BHBA's programs also meet the CLE eligibility criteria in Alaska, Arizona, Hawaii and New Hampshire. Attorneys must individually apply for credit and, if mandated by the state, submit accreditation fees directly.