Milwaukee Bar Association
747 North Broadway
Milwaukee, WI 53202
(414) 274-6760

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Undue Influence, Incapacity, and Cyber Security for Planners and Fiduciaries

December 04, 2018
12:00 PM to 1:30 PM
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Milwaukee Bar Association
747 North Broadway
Milwaukee, WI 53202
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Undue Influence, Incapacity and Cyber Security for Planners and Fiduciaries

Presenters: Jonathan Ingrisano and Justin Webb, Godfrey & Kahn, S.C.

Credit: 1.0 CLE credit to be applied for
Registration & Lunch: 
12:00 - 12:30 PM
Presentation:
 12:30 - 1:30 PM

Location: MBA - 747 North Broadway

Fiduciaries face an increasingly complex legislative, regulatory, and judicial landscape. We see an upward trend in disputes over undue influence and client capacity, as well as issues on the horizon that involve data privacy and cyber security in an increasingly interconnected and technology-driven society. This program will help planners identify and respond to undue influence and incapacity to help avoid some of the most common disputes that arise from planning and administration of trusts and estates, and will introduce the key concepts and best practices recommended by cyber security professionals. 

This program will review the legal framework for undue influence and incapacity claims to better avoid disputes during planning and administration of trusts and estates. The latest cybersecurity best practices in estate planning and administration will also be covered.

Tickets

$40.00 MBA member

$52.00 MBA member w/lunch

$75.00 Non-member

$87.00 Non-member w/lunch