What You Can Do About Trustees Behaving Badly: Strategies for Identifying, Challenging, and Remedying Fiduciary Misconduct

This comprehensive CLE will equip attorneys with practical tools to identify, document, and remedy trustee misconduct. Drawing from decades of litigation experience, we’ll explore the foundational fiduciary duties trustees must uphold and the common ways these duties are breached in practice. Through case studies and real-world examples, participants will learn to recognize red flags of potential misconduct, from financial manipulations to communication breakdowns. We’ll examine effective legal remedies available under state law, including trustee removal, accounting actions, and financial recovery strategies. The program features specific deposition techniques for challenging trustee misconduct, with particular focus on Health, Education, Maintenance and Support…