Ms. Glazier's presentation explored proactive and defensive actions that might be available to fiduciaries to protect them from liability in breaches of fiduciary duties related litigation.
Understanding such options and defenses is also useful for drafting wills and trusts.
STEP Orange County is part of a larger region, STEP USA with Branches and Chapters throughout the Nation, which is also part of a larger global professional organization, STEP Worldwide which has over 21,000 Members throughout the World.
Membership is interdisciplinary and includes lawyers, accountants, investment managers, financial planners, insurance agents, corporate trustees, private fiduciaries, charitable consultants and other professionals who provide succession planning for individuals, families and businesses.