Covering Your Assets: Strategies for Future-Proof Fiduciary Decision-Making

Trustees and other fiduciaries often wonder how decisions made today may open them up to the risk of litigation or other liability tomorrow. In this interactive discussion from the perspective of both litigator and planner, attendees will gain practical tools for more confident decision-making, steering clear of missteps and potential conflict. Topics will include planning strategies and provisions that minimize the risk of disputes, best practices for dealing with special reports or extraneous documents, tactics for proactive communication with beneficiaries, settlement agreement terms that insulate fiduciaries, and petitions for instructions and other proceedings as a means of safeguarding fiduciary conduct.

Date: Oct. 8, 2025

Presenters:

• Evan Nelson, Partner, Trust & Estate Litigation Group, Maslon LLP
  Evan describes himself as a “death and dirt” lawyer. He represents clients in trusts and estate disputes, which often come to a head after a family member has died, and in real estate litigation, where clients dispute who owns and controls access to "dirt." Because the two often intersect, as people will gift land (or attempt to do so) via their wills or trusts, Evan’s distinct capabilities prove particularly beneficial. Trust and estate law is written to balance the interests of fiduciaries and beneficiaries. Evan has significant litigation experience representing both sides, and he enjoys using that experience to craft a successful litigation strategy tailored for either type of client.
• Nate Ajouri, Associate, Trust & Estate Litigation Group, Maslon LLP
  Nate helps fiduciaries and individuals navigate often complex probate and estate litigation matters. He also works with a broad spectrum of organizations in business, commercial, and municipal litigation. Nate is dedicated to helping clients through all stages of the process, working closely with them to achieve their goals. He often draws upon his experiences living and studying internationally to offer a unique perspective on his clients' concerns.
• Kelley Scrocca, Counsel, Estate Planning Group, Maslon LLP
  Kelley is a highly experienced trust and estate attorney who specializes in assisting ultra high net worth clients with estate planning, asset protection planning, and complex trust administration. She has represented a wide range of individuals, from professional athletes to ranch owners to members of the U.S. Congress. Kelley works closely with both clients and their families to understand their goals, facilitate wealth transfer, and establish an enduring legacy for future generations.

Continuing Education: Maslon will seek approval with the Minnesota State Board of Continuing Legal Education for 1.0 hour of standard CLE credit, and with American Bankers Association (ABA) Professional Certifications for the equivalent Certified Trust and Fiduciary Advisor (CTFA) credit.

To register, please contact us at info@maslon.com.