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A Corporate Trustee and a Trust Lawyer Walk Into a Bar

Publisher: The American Law Institute
July 5, 2016
Day Pitney Author(s) Alexis S. Gettier

Alexis Gettier and Steven Fast submitted an article, "A Corporate Trustee and a Trust Lawyer Walk Into a Bar," for The American Law Institute. The article is about how competing motivations and differing obligations can complicate an attorney’s ability to adhere to ethical obligations in dealings between individual clients and corporate trustees.

Recommended
"Planning for a Loved One with Special Needs," Fidelity Wealth Management Webinar

Day Pitney Special Needs Planning attorneys Meredith Greene and Ken Shulman presented at the Fidelity Wealth Management webinar, "Planning for a Loved One with Special Needs," on November 30.

November 30, 2021
"Planning for a Loved One with Special Needs," hosted by Fidelity Wealth Management
Pre-Residency Planning for Your Client's Trust
October 22, 2021

Individual Clients Attorneys Carl A. Merino, Dina Kapur Sanna and Sarah B. Jacobson co-authored an article for Trusts & Estates Magazine titled, "Pre-Residency Planning for Your Client's Trust."

NFTs for Estate Planners: Not Just a Token Concern
September 27, 2021

Trusts and Estates attorneys Joshua Caswell and Leigh E. Furtado co-authored the article, "NFTs for Estate Planners: Not Just a Token Concern," for Probate & Property Magazine.

"Estate Planning: MCLE BasicsPLUS, Initial Steps, Fundamentals and Estate Planning Documents," MCLE

On August 2, Day Pitney Counsel Heidi A. Seely presented at "Estate Planning: MCLE BasicsPLUS, Initial Steps, Fundamentals and Estate Planning Documents," hosted by MCLE.

August 2, 2021
"Estate Planning: MCLE BasicsPLUS, Initial Steps, Fundamentals and Estate Planning Documents," Hosted by the MCLE
Integrated Asset Protection, Respada

Of Counsel Michael Pfeifer served on the panel, "Integrated Asset Protection," a webinar hosted by Respada on July 29.

July 29, 2021
Integrated Asset Protection, Hosted by Respada.
Massachusetts Legislature's Joint Committee on the Judiciary
November 16, 2021

Trusts and Estates Attorneys Joshua Caswell and Leiha Macauley testified on November 16 before the Massachusetts Legislature's Joint Committee on the Judiciary. 

Wonder Woman 2021
October 22, 2021

Sandra M. Ferrera was featured as a "Wonder Woman 2021" in the Boca Raton Observer. Ferrera advises clients on high-end residential and commercial real estate transactions, helping to make their assets work for them.

Estate Planning in the COVID-era
September 22, 2021

West Palm Beach Partner Tasha Dickinson was featured in a video interview by Invest: Insights titled, "Estate Planning in the COVID-era," and shared that the pandemic allowed people to revisit and restructure estate planning strategies.

Top 100 Private Client Lawyers 2021
September 15, 2021

New York Partner Dina Kapur Sanna from our firm's Individual Clients department has been recognized on Citywealth's Top 100 Private Lawyers 2021 List.

Day Pitney Deepens Special Needs Planning Practice With New Boston Partner Meredith H. Greene
August 16, 2021

Day Pitney Press Release
Related Professionals
Alexis Gettier
Alexis S. Gettier
Stamford, CT
T: (203) 977 7432
New Jersey Hartford Stamford Greenwich New Haven West Hartford Boston
New York Washington, DC Providence Boca Raton Miami West Palm Beach

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This website may use cookies, pixel tags and other passive tracking technologies, including Google Analytics, to improve functionality and performance. For more information, see our Privacy Policy. By using our website, you are consenting to our use of these tracking technologies. You can alter the configuration of your browser to refuse to accept cookies, but if you do so, it is possible that some areas of web sites that use cookies will not function properly when you view them. To learn more about how to delete and manage cookies, refer to the support instructions for each browser (e.g., see AllAboutCookies.org). You may locate Google Analytics' currently available opt-outs for the web here.