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