JH Advanced Markets Radio 

February 1st, 2012 Broadcast

Lessons from Recent Fiduciary Cases

with Dana Fitzsimons

Today, Dana Fitzsimons, partner with McGuire Woods, LLP, a well respected author and speaker on trustee fiduciary duties, joins Randy Zipse, JD, CPA, to discuss some recent developments in the area of trust case law. Topics covered include the Uniform Trust Act, the Uniform Prudent Investor Act, and even a recent US Supreme Court case. The issues of litigation include a trustee's duty to report to beneficiaries, statutes of limitation, the limitations on the attorney client privilege in a trust context, and, strangely, a wife's adoption of her ex-husband...you have to hear it to believe it...and a few cases involving trustee liability for exercising their investment and distribution discretion.

Click on the link below to listen to the broadcast:

• JHAM Radio: Lessons from Recent Fiduciary Cases with Dana Fitzsimons (February 1, 2012)
• JHAM Radio: Grantor Trust Powers with Don Jansen (January 24, 2012)
• JHAM Radio: Planning with Conservation Easements with David Dietrich (January 18, 2012)
• JHAM Radio: A Year-End Review of 2011 Part 2 (January 10, 2012)
• JHAM Radio: A Year-End Review of 2011 Part 1 (January 3, 2012)
• JHAM Radio: Still Crummey After All These Years with Don Jansen, Part 2 (December 27, 2011)
• JHAM Radio: Still Crummey After All These Years Part 1 with Don Jansen (December 20, 2011)
• JHAM Radio: Choice of Life Insurance Policy with Barry Flagg (December 13, 2011)
• JHAM Radio: Super Committee Update with Sarah Spear and Chris Morton (December 6, 2011)
• JHAM Radio: Super Committee Update with Sarah Spear and Chris Morton (November 29, 2011)
• JHAM Radio: Policy Valuation with Mary Ann Mancini
• JHAM Radio: Estate Planning & Agricultural Families with Neil E. Harl, PhD (November 22, 2011)
• JHAM Radio: Time Value of Money with Larry Katzenstein (November, 15 2011)
• JHAM Radio: AALU Update with Sarah Spear & Marc Cadin (November 8, 2011)
• JHAM Radio: Grantor Trusts with Mike Mulligan (November 1, 2011)
• JHAM Radio: Portability with Bob Keebler (October 25, 2011)
• JHAM Radio: STOLI Update with Stephan Leimberg (October 18, 2011)
• JHAM Radio: Estate Planning & Agricultural Families with Neil E. Harl, PhD (October 11, 2011)
• JHAM Radio: Estate Planning & Agricultural Families with Neil E. Harl, PhD (October 4, 2011)
• JHAM Radio: Clyde Turner Case & The Cristofani Effect (September 27, 2011)
• JHAM Radio: B-DIT Trusts with Dick Oshins Part 2 (September 20, 2011)
• JHAM Radio: B-DIT Trusts with Dick Oshins Part 1 (September 13, 2011)
• JHAM Radio: Washington Update with Marc Cadin (August 9, 2011)
• JHAM Radio: Special Needs with Tom Begley (June 21, 2011)
• JHAM Radio: Life Insurance and 1035 Exchanges with Kevin Blanton (June 14th, 2011)
• JHAM Radio: Life Insurance and 1035 Exchanges with Kevin Blanton (June 7th, 2011)
• JHAM Radio: Fiduciary Liability of a Trustee with Melvin Warshaw (May 31st, 2011)
• JHAM Radio: Melissa Wandall and The Meaning of Life Insurance (May 25th, 2011)
• JHAM Radio: Fiduciary Liability of a Trustee with Melvin Warshaw (May 17th, 2011)
• JHAM Radio: Case Success Stories with Joe Price (May 10th, 2011)
• JHAM Radio: Case Success Stories with Joe Price (May 3rd, 2011)
• JHAM Radio: Tax Reform Updates with AALU's Sarah Spear (April 26, 2011)
• JHAM Radio: Tax Reform Updates with AALU's Sarah Spear (April 19, 2011)
• JHAM Radio: Melissa Wandall and The Meaning of Life Insurance (April 12th, 2011)
• JHAM Radio: Fiduciary Liability of a Trustee with Melvin Warshaw (April 5th, 2011)
• TAX ACT, with Larry Brody (April 4, 2011)
• TAX ACT, with Barry Flagg (April 4, 2011)
• TAX ACT, with Stephan Leimberg (April 4, 2011)
• TAX ACT, with Lee Slavutin (April 4, 2011)
• JHAM Radio: Fiduciary Liability of a Trustee with Melvin Warshaw (March 29, 2011)
• JHAM Radio: Combining Planning Strategies & the 2010 Tax Act with Stacey Eastland (March 22, 2011)
• JHAM Radio: Planning For Special Needs (March 15, 2011)
• JHAM Radio: Planning For Special Needs (March 8, 2011)
• JHAM Radio: Assessing the Flexibility of A Current Assumption Policy with Barry Flagg (March 2, 2011)
• JHAM Radio: Hockey-Stick or Shark-Fin CLATs with Don Jansen (February 23, 2011)
• JHAM Radio: Captive Insurance (February 15, 2011)
• JHAM Radio: Choice of Life Insurance Policy with Barry Flagg (February 8, 2011)
• JHAM Radio: Choice of Life Insurance Policy with Barry Flagg (February 1, 2011)
• JHAM Radio: The Reciprocal Trust Rule AUG 2008 - (January 27, 2011)
• JHAM Radio: Out of the Park Planning Opportunities from 2010 Tax Act with Lee Slavutin (January 25, 2011)
• JHAM Radio: 2010 Obama-GOP Tax Act & Planning Opportunities with Larry Brody (January 20, 2011)
• JHAM Radio: Sunset #2 with Stephan Leimberg (January 11, 2011)
• JHAM Radio: 2010 Obama-GOP Tax Act & Planning Opportunities with Larry Brody (December 28, 2010)
• JHAM Radio: Grantor Trusts with Mary Ann Mancini (December 14, 2010)
• JHAM Radio: Tax Consequences of Cancelling Premium Financing Debt with Robert Bloink (November 30, 2010)
• JHAM Radio: Year End Planning & Making Taxable Gifts with Melvin Warshaw (November 16, 2010)
• JHAM Radio: 2010 Mid-Term Election Analysis with Chris Morton
• JHAM Radio: Year End Planning and Making Taxable Gifts with Mel Warshaw (October 20, 2010)
• JHAM Radio: Planning for Same-Sex Couples with Frank Berall (October 12, 2010)
• JHAM Radio: Life Insurance = Life Assurance with Melissa Wandall (October 4, 2010)
• JHAM Radio: Planning for Same-Sex Couples with Virginia Coleman (September 28, 2010)
• JHAM Radio: Proposal to LImit GST Exemption to 2 Generations with Raymond Young (September 14, 2010)
• JHAM Radio: Death of the Rich and Famous with Jeff Baskies (August 31, 2010)
• JHAM Radio: Working with GRATs with Peter Melcher (August 24, 2010)
• JHAM Radio: Duites of a Trustee Part 2 with Barry Flagg and Patti Spencer (August 17, 2010)
• JHAM Radio: Duties of a Trustee in the Cochran Case with Barry Flagg and Patti Spencer (August 10, 2010)
• JHAM Radio: New STOLI and STAT Developments with Stephen Baker and Jim Hoffman (August 3, 2010)
• JHAM Radio: PART 2 Duties of a Trustee in the Cochran Case (July 22, 2010)
• JHAM Radio: Duties of a Trustee in the Cochran Case with Barry Flagg and Patti Spencer (July 13, 2010)
• JHAM Radio: Working with GRATs with Peter Melcher,JD, LLM, MBA (June 22, 2010)
• JHAM Radio: The Estate Tax Debacle with Stephan Leimberg (June 16, 2010)
• JHAM Radio: Financial Services and Estate Tax Reform Proposals (June 8, 2010)
• JHAM Radio: The Matthies Case and Policy Valuation with Mel Warshaw (June 1, 2010)
• JHAM Radio: "To Gift or Not To Gift" with Larry Brody (May 25, 2010)
• JHAM Radio: Financial Services & Estate Tax Reform Proposals (May 19, 2010)
• JHAM Radio: Still Crummey with Don Jansen Part 2 (May 11, 2010)
• JHAM Radio: Still Crummey with Donald Jansen Part 1 (May 4, 2010)
• JHAM Radio: The Matthies Case and Policy Valuation with Mel Warshaw (April 27, 2010)
• JHAM Radio: Planning with Nonqualified Plans with Matt Andersen ( April 20, 2009)
• JHAM Radio: Charitable Techniques with Larry Rybka (April 13, 2010)
• JHAM Radio: Working with GRATs with Peter Melcher (March 30, 2010)
• JHAM Radio: Multi-Generational Split Dollar with Don Jansen (March 23, 2010)
• JHAM Radio: Crummey Trusts with Don Jansen Part 2 (March 16, 2010)
• JHAM Radio: The Cost of Estate Tax Reform with Sarah Spear (March 9, 2010)
• JHAM Radio: Crummey Trusts with Don Jansen (March 2, 2010)
• JHAM Radio: Federal Estate Tax Debacle with Stephan Leimberg (February 23, 2010)
• JHAM Radio: Beware of Missteps in Policy Valuation with Mary Ann Mancini (February 17, 2010)
• JHAM Radio: New IRS Notice 2010-19 on 2511 (c) with Caroline McKay (February 9, 2010)
• JHAM Radio: JHAM LIVE Video Episode on Estate Tax Repeal (February 4, 2010)
• JHAM Radio: Death of the Rich and Famous with Jeff Baskies (January 26, 2010)
• JHAM Radio: More on Estate Tax Repeal with Andrew Katzenstein (January 20, 2010)
• JHAM Radio: Estate Tax Repeal with Mike Mulligan (January 12, 2010)
• JHAM Radio: Estate Planning in 2010 with Mary Ann Mancini (January 6, 2010)
• JHAM Radio: Estate Tax Repeal for 2010 (December 29, 2009)
• JHAM Radio: Update on STOLI Litigation with Stephen Baker (December 16, 2009)
• JHAM Radio: B-DIT Trusts with Dick Oshins Part 2- (December 8, 2009)
• JHAM Radio: B-DIT Trusts with Dick Oshins Part 1- (December 1, 2009)
• JHAM Radio: Legislative Update on Healthcare with AALU's Marc Cadin (November 24, 2009)
• JHAM Radio: Oppurtunity For Valuation Discounts in Nevada with Steve Oshins (November 18, 2009)
• JHAM Radio with John Snider (November 11, 2009)
• JHAM Radio with Stephen Baker (November 3, 2009)
• JHAM Radio: The Kiva Dunes Conservation Case (October 22, 2009)
• JHAM Radio: Split Dollar Part 2 (October 13, 2009)
• JHAM Radio: Split Dollar with Larry Brody and Mary Ann Mancini (October 6, 2009)
• JHAM Radio Discount Private Split Dollar - (September 30, 2009)
• JHAM Radio: Pet Trusts (September 22, 2009)
• JHAM Radio with Steve Oshins (September 15, 2009)
• JHAM Radio with Marc Cadin on Advocacy Briefings (July 16, 2009)
• JHAM Radio with Paul Gallagher (June 23, 2009)
• JHAM Radio: Updates on Legislative Activity with Marc Cadin (June 16, 2009)
• JHAM Radio- Breaking News: Take Action by June 15th (June 9, 2009)
• JHAM Radio with Vaughn Henry (May 20, 2009)
• JHAM Radio with Corky Gillis (May 12, 2009)
• JHAM Radio: The Perfect Sunset with Larry Brody and Mary Ann Mancini Part 2 (April 28, 2009)
• JHAM Radio: The Perfect Sunset with Larry Brody and Mary Ann Mancini (April 22, 2009)
• JHAM Radio on Needs Analysis with Lina Storm (April 15, 2009)
• JHAM Radio with Cynthia Crino (April 7, 2009)
• JHAM Radio with John Snider (March 31, 2009)
• JHAM Radio with Patricia Annino (March 17, 2009)
• JHAM Radio Asset Protection Trusts with Mark Merric (March 10, 2009)
• JHAM Radio Steve Oshins (March 3, 2009)
• JHAM Radio State of the Economic Stimulus (February 26, 2009)
• JHAM Radio Estate Planning RIGHT NOW with Protection UL-G 09- (February 18, 2009)  (Agent Use Only)
• JHAM Radio RIGHT NOW is the Perfect Time for Estate Planning - (February 10, 2009)
• JHAM Radio Steve Oshins (January 14, 2009)
• JHAM Radio: Celebrity Wills (January 6, 2009)
• JHAM Radio Life Settlements and Mortality Experience Reports - (December 23, 2008)
• JHAM Radio Wayne Pangburn on 409A Deadline- (December 16, 2008)
• JHAM Radio Post-Election Analysis with Marc Cadin - (November 25, 2008)
• JHAM Radio Sophisticated IRA Strategies - (November 19, 2008)
• JHAM Radio Business Succession Planning with Patricia Annino - (October 28, 2008)
• JHAM Radio Back to the Basics: Traditional Premium Financing - (October 22, 2008)
• JHAM Radio Discount Private Split Dollar - (October 14, 2008)
• JHAM Radio Planning for Family Lands: 2008 Farm Bill - (September 30, 2008)
• JHAM Radio The Upcoming Election with Marc Cadin - (September 23, 2008)
• JHAM Radio International Life Insurance - (September 16, 2008)
• JHAM Radio New STOLI Legislation in California - (September 10, 2008)
• JHAM Radio The Dual Loan Planning Approach - (September 2, 2008)
• JHAM Radio Secondary Market Litigation with Stepehn Baker - (August 26, 2008)
• JHAM Radio How to Work in the Charitable Giving Market - (July 22, 2008)
• JHAM Radio Charitable Planning with Vaughn Henry - (June 24, 2008)
• JHAM Radio Trust Owned Life Insurance with Barry Flagg - (June 17, 2008)
• JHAM Radio Randy Zipse Featured on North Shore Financial Forum - (May 20, 2008)
• JHAM Radio Current Events with Stephan Leimberg Part II- (May 13, 2008)
• JHAM Radio Current Events with Stephan Leimberg - (May 6, 2008)
• JHAM Radio TOHI: Trust-Owned Heath Insurance - (April 8, 2008)
• JHAM Radio Insuring A Prenuptial with Patricia Annino - (April 1, 2008)
• JHAM Radio The Inheritor's Trust: Minimizing Leakage From Family Wealth - (March 25, 2008)
• JHAM Radio Cross-Border Taxation: Clients With Canadian Connections (March 11, 2008)
• JHAM Radio FLPs and LLCs: How To Avoid A Valuation Mismatch - (March 4 , 2008)
• JHAM Radio Exit Strategies From Freezes and Squeezes - (February 26, 2008)
• JHAM Radio Newly-Released Allegations of Agent-Fraud and The Implications for Investor-Owned Life Insurance Part I - (February 5, 2008)
• JHAM Radio Private Financing vs. Private Split Dollar - (January 29, 2008)
• JHAM Radio Estate Equalization with GRATs - (January 22, 2008)
• JHAM Radio Considerations in the Design and Administration of Charitable Trusts Part II - (January 15, 2008)
• JHAM Radio Considerations in the Design and Administration of Charitable Trusts Part I - (January 8, 2008)
• JHAM Radio Estate Taxes and Family Farms with Dr. Neil E. Harl and Randy Zipse - (December 11, 2007)
• JHAM Radio The Impact of 409A on Split Dollar Plans with Larry Brody, Mary Ann Mancini and Randy Zipse - (December 4, 2007)
• JHAM Radio Current Events with Randy Zipse and Stephan Leimberg Part II - (November 27, 2007)
• JHAM Radio Current Events with Randy Zipse and Stephan Leimberg Part I - (November 20, 2007)
• JHAM Radio Administering an Estate with Kristin Bulat, JD, LLM - (November 13, 2007)

For more information regarding JHAM Radio, contact your John Hancock representative or the Advanced Markets Group at 1-888-266-7498, option 3.  For issues with iTunes or your iPod please contact Apple.

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