Introducing
Your new presentation assistant.
Refine, enhance, and tailor your content, source relevant images, and edit visuals quicker than ever before.
Trending searches
Take your medicine.
Can the beneficiary sue the agent directly?
Can a beneficiary bring an action on behalf of the trust?
Did Hank & the Bank act
reasonably in employing Gus and Saul?
What about privity?
Did they properly establish the
scope & terms of their delegation?
Did they properly review & monitor their agents' actions?
Privity? What privity?
What about the agent?
So . . . .
What if Gus & Saul can't pay?
Don't forget the beneficiaries.
The defense is not dependent on the
professional having committed malpractice.
What if there's nothing left to pay
for the malpractice case?
What should a fiduciary consider?
My poor, George. . .
I mean Flynn.
Do they have to bring a malpractice case?
I know.
What the #$*@?
A final look through the View Master . . .
It's all good, man.
Session II:
The DOMA Coma
must . . .
stay . . .
awake . . .
Ye Olde Delorian
Prudent fiduciary of comparable skills under the circumstances
F.S. 733.612(19)
PR can employ agents and rely
on their advice without
independent investigation
F.S. 736.0816(20)
Trustees, too.
Delgate
ministerial
acts only
Estate of Gangloff
Estate of Smith
Estate of Markus
What, me worry?
Uniform Trustees'
Power Act
Gudschinsky v. Hartill
Waiver
Get back in that bag!
Scope of Waiver: Bresnahan
Waiver of
Tax Advice
Placing a privileged communication at issue
Waiver is limited
Scope of Waiver: Paradise Divers
Reliance Defense in FL
Get By With A Little
Help From Your Friends
Bad hire?
Selecting the Agent
With great power comes
Care, Skill and Caution in:
You can't delegate your entire job.
great responsibility.
I think we can.
I think we can.
Awww, man. Who am I kidding?
Good thing I've
got LSU in the parlay.
The "Delegation" or "Reliance" Defense for Fiduciaries
Elements
Full Disclosure of Facts
Good Faith Reliance