Tuesday, October 27, 2026

8:30–10:30a.m.

Boston Estate Planning Council

Register Here

BEPC Program Description:

Come join the discussion on tips and best practices for serving as a fiduciary and avoiding litigation.  This session will cover topics such as how to communicate with challenging beneficiaries, accounting and record keeping strategies and safety measures to take when making final distributions.  This session will also include ideas for drafting techniques to build-in appropriate protective provisions for fiduciaries into estate planning documents.

Faculty

Marlee Cowan
Laura Goodman
Brandon Fink