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UID:2398620230419T160000ZHelpful Takeaways from Recent Court Decisions Regarding the Drafting and Administration of Trusts
DTSTAMP:20260531T090924Z
DESCRIPTION:\nMeeting will be held via Zoom.  Log-in information will be sent prior to the program.\n \nProgram Description:\n Attorneys Robert Duffy and Stacey Nakasian, litigators with extensive experience handling trust matters, will discuss takeaways from significant Rhode Island cases relevant to lawyers who draft trusts, serve as trustees or advise trustees and beneficiaries.   Topics covered will include the following:\n  \nmodifying trust terms after the settlor’s death\n   \nduties owed by trustee’s counsel to trust beneficiaries\n   \ncompensation for individual trustees \n   \ntrust drafting pointers based on litigated cases \n  \nSpeaker Bios:\nRobert Duffy is a founding shareholder of the firm. With more than three decades of experience, Bob has handled federal and state court trial and arbitration litigation throughout the United States.\n \nHis diverse and complex business litigation and trial practice includes a focus on intellectual property— including patent and ERP software — as well as construction, fiduciary, shareholder, M&A, and health care. His clients range from financial services companies to physician groups and healthcare systems to technology companies to manufacturing and distribution companies.\n \nRecognized for his counseling as much as for his trial work, Bob routinely advises business owners, chief executives and boards of directors on business litigation avoidance and strategy. He regularly counsels corporations and shareholders on fiduciary duty matters. He has successfully counseled and litigated matters involving ERP implementations and SAP ECC functionality and ASAP methodology. \n \nIn the healthcare arena, he has helped clients with matters of credentialing, captive insurance, physician and system agreements, general employment, and corporate and shareholder transactions.\n \nBob is certified as an arbitrator by the American Arbitration Association. He is an adjunct professor for the Providence College School of Business where he teaches “Legal Environment for Business II.”\n \nStacey Nakasian has over thirty years’ experience litigating complex commercial issues and leads the firm’s litigation practice. She is known for her proactive and tenacious approach that both achieves results and advances her clients’ needs and goals.\n \nAdept at crafting litigation strategies tailored to her clients’ business objectives, Stacey has prevailed in a wide range of cases including director and officer liability claims and shareholder disputes, construction litigation, fiduciary liability cases, intellectual property lawsuits and non-compete claims, and insurance coverage disputes.\n \nShe continues to be a resource for business interruption insurance disputes resulting from COVID-19 shutdowns.\n \nStacey is certified as an arbitrator by both the American Arbitration Association and by the Financial Industry Regulatory Authority (FINRA). She was noted in Rhode Island Monthly’s Professional Excellence in the Law 2021 and 2022 for the practice area of Arbitration and Mediation.\n \n\n \nCorporate Sponsor of the Program Year\n
SUMMARY:Helpful Takeaways from Recent Court Decisions Regarding the Drafting and Administration of Trusts - Estate Planning Council of Rhode Island 
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