Fiduciary Liability - A Few Things to Consider

Date: Thursday, September 26, 2019
Time: 5:30pm - 7:30pm
Location: Birmingham Country Club, 1750 Saxon Dr, Birmingham, MI 48009
Speaker: A. Stephen McDaniel, JD, AEP, EPLS

Please stay tuned for registration details!

Cocktails:  5:30 pm to 6:30 pm

Presentation During Dinner:  6:30 pm to 7:30 pm

PRESENTATION OUTCOMES:  We are seeing more estate/trust litigation than ever.  It is increaseing each year.  Why?  More importantly how can we avoid it?  What advice can we give to our clients who serve as executors and trustees to keep them from being sued and to protect them if it happens.  You will come away with a better understanding of why we are seeing more conflict in estates, how to prevent conflict, and how to protect the executor or trustee you represent.

A. Stephen McDaniel is the managing partner with Williams McDaniel, PLLC. Mr. McDaniel’s practice is limited to estate, charitable and business continuation planning, and probate and trust administration. Mr. McDaniel currently serves as an adjunct professor at the University of Memphis Law School of where he has taught Estate Planning, Estate and Gift Tax, Trust Law and Insurance Law.

Mr. McDaniel is a Fellow in the American College of Trust and Estate Council and a member of the Memphis Estate Planning Council. He is a Certified Estate Planning Specialist by the Tennessee Commission on Continuing Legal Education and Specialization and is an Accredited Estate Planner (AEP) and holds an Estate Planning Law Specialist (EPLS) designation awarded by the Estate Law Specialist Board, the only approved American Bar Association program which certifies specialists in the field of estate planning. He is certified by the State of Tennessee as a Rule 31 Mediator.

Mr. McDaniel was selected by Worth Magazine as one of the top 100 estate planning attorneys in the country. He is included in the current edition of the Best Lawyers in America and was named in Business Tennessee Magazine as one of the top 150 attorneys in the State of Tennessee.

Mr. McDaniel is the Past President of the National Association of Estate Planners and Councils, an organization representing over 200 estate planning councils across the country with over 20,000 members. He is the Past President of the Memphis Estate Planning Council. He is a former attorney for the Internal Revenue Service. He is a Past President of the Estate Law Specialist Board.

Mr. McDaniel has lectured on estate planning topics across the country. He is a co- author of A Grandparent’s Guide to Gifted Children published in 2004, a contributor to Leimberg Information Systems (LISI) newsletters and has been quoted in Kiplinger’s Personal Finance and USA Today.

Mr. McDaniel is a graduate of the University of Memphis (BBA 1968) and the University of Memphis School of Law (JD 1973). He is licensed to practice law in Tennessee and Missouri.

Mr. McDaniel is a member of the Memphis Bar Association and the Tennessee Bar Association.  He is a Fellow in the Memphis and Shelby County Bar Foundation.

 

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