Charles W. Pieterse and Wyatt R. Jansen presented “When Offshore Trust Disputes Wash Up Onshore” at the American Law Institute’s annual Representing Estate and Trust Beneficiaries and Fiduciaries conference. Together with their co-presenter, Richard LeVine of Withers Bergman LLP, Charlie and Wyatt discussed all aspects of domestic litigation concerning offshore trusts, including who uses offshore trusts, how offshore trust disputes end up in US courts, and the unique complications that arise in domestic litigation of offshore trust disputes. Their presentation materials are available here.
On June 10, 2019, Charles W. Pieterse moderated a panel discussion at the Connecticut Bar Association’s 2019 Connecticut Legal Conference entitled “Conservatorship Litigation – A discussion of Strategic, Legal and Ethical Issues.” Together with fellow panelists the Honorable David W. Hopper, Day Pitney LLP Partner Keith Bradoc “Brad” Gallant and Brody Wilkerson PC partner Heather J. Lange, the panel discussed issues practitioners are typically confronted with in these challenging matters, including (i) advising a client on the risks and benefits of commencing a conservatorship application, (ii) what ethical obligations a lawyer has under Rule 1.14 to take protective measures when the client is impaired, (iii) how one addresses the “least restrictive means of intervention standard” in a contested proceeding and (iv) the import of recent court decisions. Michael Battema prepared the presentation materials for the panel, a copy of which is available here.