10 Clauses Fiduciaries Hate

SKU: EPP019 Back to Course Listings

New Jersey CLE
Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a New Jersey Accredited CLE Provider. To view our full accreditation details please .

All Courses Available iOS/Android Web

About This Course

Drafting a trust document requires specific skills. Practitioners who draft trust documents don’t always consider that certain terms or language can make it very hard for the fiduciaries who are trying to enforce the grantor’s wishes. Undefined terms, conflicting passages or simple lack of clarity can cause serious complications. This CLE course will discuss these clauses and offer some ideas for fixes that can be incorporated into these problem provisions.

Lecturer Bios

Gail Cohen, Esq.

Gail is a widely-recognized authority on trust & estate law and strategies for wealthy individuals. She is Chair of Fiduciary Trust Company International’s Board of Directors and General Trust Counsel.

Ms. Cohen is a former Chair of the New York Bankers Association, and sits on its investment committee. She was that Association’s first woman Chair. She also served as Vice Chair, and Treasurer. In 2010 and 2011, she was named one of the “Top 50 Women in Wealth,” selected by AdvisorOne. Ms. Cohen is a Fellow of the American College of Trust and Estate Counsel (ACTEC). She holds the Distinguished Accredited Estate Planner® designation, has been elected into the NAEPC Estate Planning Hall of Fame, and has been honored by the Trusts and Estates Lawyers Division of the UJA. Ms. Cohen is a frequent writer and lecturer for attorney groups, including University of Miami’s Heckerling Institute (2014), as well as Practicing Law Institute to the New York State Bar Association and Society of Trust and Estate Practitioners.

She currently sits on the Investment Committee of the New York City Bar Association and is a former member of that Bar Association’s Committee on Estate and Gift Tax which she chaired from 1998 to 2001. Ms. Cohen is a member of the Board of Graham Windham, and serves on The Rockefeller University Committee on Trust and Estate Gift Plans, the Hospital for Special Surgery Advisory Council, the New York Historical Society Professional Advisory Committee, and the Professional Advisory Committee of the Jewish Federation of South Palm Beach County. She has served as an adjunct professor of law at Brooklyn Law School. She is admitted to the bar in New York and New Jersey.

Pamela Lucina, Esq.

Pam Lucina is the Chief Fiduciary Officer and head of the Trust and Advisory practice for Northern Trust Wealth Management. Pam works to assist clients and Northern Trust partners in achieving their goals through the use of world class tools and techniques while keeping an eye on the human element of wealth and family dynamics.

Prior to joining Northern, Pam was with BNY Mellon where she held the national role of Executive Director for their Wealth Management Advice, Planning and Fiduciary Services practice. Before that she was with JPMorgan providing wealth and estate planning services, and also spent 10 years in private practices as a tax consultant with Arthur Andersen, and in the trusts and estates departments of both Levin Schroeder and Mayer Brown law firms.

Pam has a strong background in wealth, tax, philanthropic and business owner planning; she also brings expertise in next generation education, governance and global family office matters.

She is a recognized leader and speaker within the Estate and Trust legal community.

She is a Fellow of the American College of Trust and Estate Counsel (ACTEC). Pam is a member of the National Services Leadership Team, and the Wealth Management Executive Leadership Team. These groups oversee the direction of our Wealth Management Business.

Lucina earned her bachelor’s degree from Marquette University in Business Administration and Management (BS) and her Doctor of Law (JD), Taxation from DePaul University.

Pam is a member of the Planned Giving Boards for these three Chicago institutions: The Steppenwolf Theater, Shedd Aquarium, The Hadley School for the Blind.

Build a
Bundle

Build the CLE course package you want at discounted prices.

Build your bundle

Quickest • Most Cost Effective

One Stop Bundles

Most popular option for quickly satisfying your CLE.

Deep Bundle Discount

Browse Bundles

Individual Courses

Complete catalog of CLE Courses for quick, targeted, custom CLE satisfaction.

Choose courses

United Makes CLE Easy

One.

Select Course Package

Unlimited CLE

Enables you to fulfill multiple CLE cycles with one purchase.
One-Stop Bundles

Our most popular courses bundled to save you time and money.
Build-A-Bundle

Select the courses that interest you most while taking advantage of our bundle discount.

Two.

Immediate Access to CLE Courses

Courses are available immediately upon checkout. You will have 24/7 access to your purchased courses during the lifetime of your subscription.

Courses can be started, stopped, and paused at any time.

Three.

Instantly Print Your Certificate

You can immediately print your CLE certificate upon completion of a course.

A copy of your certificate will remain in your account and will always be accessible to you.

Create Your Account Now

Want Different Options?

For a custom suite of courses, our custom CLE option satisfies your CLE cycle requirements in one easy step.

Customize Options

Subscribe for Course Updates and News

Please provide us with your licensed state(s) so we can send you content relevant to you.

Please fix the following errors:

Email:

Admitted State:

Admitted in more than one state?

Bar/Reg/ID #

Leave blank if you don't have one or wish to provide it later

Admitted States:

For even more customized results, please provide your name and phone number (optional).

First Name (optional):

Last Name (optional):

Phone (optional):

We promise to respect your privacy.

You have successfully been added to our mailing list!

Accreditation and CLE Rules for New Jersey

10 Clauses Fiduciaries Hate

New Jersey CLEAccreditation Info

About This Course

Build a Bundle

One Stop Bundles

Individual Courses

United Makes CLE Easy

One.

Select Course Package

Two.

Immediate Access to CLE Courses

Three.

Instantly Print Your Certificate

Want Different Options?

Subscribe for Course Updates and News

Subscribe for Course Updates and News

Please provide us with your licensed state(s) so we can send you content relevant to you.

Select your admitted states

Use the form below to select the states where you have been admitted to the bar. You may also provide your bar number for each state.

Admitted State:

For even more customized results, please provide your name and phone number (optional).

You have successfully been added to our mailing list!

Chat With a CLE Specialist

Use the form below to send a message to our team of highly-trained CLE Specialists. Or call us at 973-803-4514.

Your message has been sent to our team of CLE Specialists. We will get back to you shortly!

New Jersey CLE
Accreditation Info

Build a
Bundle