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Events

Duty to Inform and Report: Best Practices for Corporate Fiduciaries

November 7, 2024

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.

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Emily Gurnon, Marketing Communications Manager | Office: 612.672.8251 | Mobile: 651.785.3616

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This email is intended for use by members of the media only.

Please do not submit any confidential information to Maslon via email on this website. By communicating with us we are not establishing an attorney-client relationship, and information you submit will not be protected by the attorney-client privilege and cannot be treated as confidential. A client relationship will not be formed until we have entered into a formal agreement. You should also be aware that we may currently represent parties whose interests may be adverse to yours, and we reserve the right to continue to represent them notwithstanding any communication we receive from you.

If you would like to discuss possible representation, please call one of our attorneys directly or use our general line (p 612.672.8200). We can then fully discuss our intake procedures and, if appropriate, introduce you to an attorney suited to assist with your matter. Alternatively, you may send an email containing a general inquiry subject to these terms.

If you are a member of the media, accept the terms of this notice, and would like to send an email, click on the "Accept" button below. Otherwise, please click "Decline."