Share this event with friends and colleagues

Please Note: This event has already taken place.

Wearing Two Hats: Ethical and Malpractice Considerations When A Lawyer Acts As A Fiduciary

Tuesday, January 29, 2013 12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


Lawyers are often asked by clients or family members to serve as trustee, executor, guardian or in some other fiduciary capacity.  The request may be flattering, and accepting can seem tempting - but what are the risks?  How might such risks be mitigated?  Richard Zielinski and Gary Ronan of the Professional Liability Practice at Goulston & Storrs can provide some guidance.  They will lead an interactive roundtable discussion about the ethical and malpractice issues that arise when a lawyer acts as an executor, trustee or other fiduciary.  Among the topics to be discussed are terms of retention (e.g., exculpatory clauses, indemnification clauses and releases), conflicts of interest, and delegation of duties. 


Sponsoring Section/Committee(s):




Jennifer Jones


BBA Event Calendar