Laura Sundberg and her co-panelist, Jonathan Butler, of Fidelis Capital, hosted a session at The Florida Bar’s Attorney Trust Officer Liaison Conference titled, “Name that tune: How to get the attorney and trustee harmonizing for the best interest of their clients.”
They discussed the implementation of the probate and trust attorney’s fees statutes and the new Florida Ethics Rule regarding attorney’ duties to deal with client with Diminished Capacity, as well as Incentive Trusts and Letters of Wishes.
Attorney Advertising. The material and information contained on these pages and on any pages linked from these pages is intended to provide general information only and not legal advice. You should consult with an attorney licensed to practice in your jurisdiction before relying upon any of the information presented here.
© Zimmerman Kiser Sutcliffe P.A. All rights Reserved.