Industry Conference
The Day That Duty Died | Heckerling Institute on Estate Planning
Stefanie Lipson, Co-Chair of the Private Client Services Group, will speak at the highly esteemed Heckerling Institute on Estate Planning on a panel titled "The Day That Duty Died." Set in Orlando, her session will take place on January 15, 2026, from 2:00 p.m. - 3:30 p.m.
Session Description
Our panel of situs warriors examines, and possibly critiques, the prevailing trust situs zeitgeist. We will stress test, from practical perspectives, the prevailing perfect situs storm of no-duty advisors directing no-duty trustees, and other popular trends limiting beneficiary rights. Are these trust-ish arrangements enforceable in equity? Do settlors typically desire to severely limit beneficiary rights? Or is it just the preference of other stakeholders?
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