Duty to Inform and Report: Best Practices for Corporate Fiduciaries

Maslon attorneys Julian Zebot, Nate Ajouri, and Yemaya Hanna will present a seminar on Nov. 7, "Duty to Inform and Report: Best Practices for Corporate Fiduciaries." The CLE is designed to equip corporate fiduciaries with the tools necessary to comply with their statutory duties while navigating complex situations. Participants will learn how to proactively avoid disputes by leveraging trust code provisions and gain valuable guidance on managing situations where disagreements arise. Presenters will delve into statutory duties, explore information sharing protocols with beneficiaries, unpack the specifics of what information to disclose (and when), and address critical issues surrounding accountings, privilege, and confidentiality. This program aims to empower corporate fiduciaries to fulfill their roles with confidence while minimizing the risk of conflict.

Maslon has sought approval with the Minnesota State Board of Continuing Legal Education for 1.0 hour of standard CLE credit, and with the American Bankers Association for 1.0 hour of CTFA credit. Both applications are pending. We will notify participants upon approval.

To register, please write to Maslon.

Julian focuses his legal practice on probate, fiduciary, and trust litigation as well as business and commercial litigation. He has counseled and represented individual and business clients in both federal and state courts as well as arbitration proceedings, and he has handled matters for clients at all stages of the litigation process, including mediation, trials, and appeals.

Nate helps fiduciaries and individuals navigate often complex probate and estate litigation matters. He also works with a broad spectrum of organizations in business, commercial, and municipal litigation. Nate is dedicated to helping clients through all stages of the process, working closely with them to achieve their goals.

Yemaya is an attorney in Maslon's Estate Planning Group who works with clients to help them achieve their wealth management and legacy goals. She understands the importance of listening carefully to clients’ concerns regarding their financial future, business succession, and family needs.