"You had one job!": Protecting Trustee’s from Litigation and Liability

Just in time for the Super Bowl, this CLE will cover the duties a trustee has under the Arizona Trust Code in administration and litigation with a fun football theme. It will focus on a trustee’s obligations when it comes to defending a trust document and their role and responsibility to do so in litigation. The CLE will include a discussion about what a Trustee’s duties look like in practice and the exposure a trustee may face based on the positions they take, while providing advice to avoid trustees from committing fouls, turnovers, and neutral zone infractions. 

 

Presenter: Nora L. Jones, Tiffany & Bosco

 

Nora Jones is a skilled trial attorney specializing in probate and trust litigation, elder law, guardianships and conservatorships, and estate and trust administration. Nora is board-certified as a specialist in estates and trusts by the State Bar of Arizona, a distinguished honor reserved for lawyers who have substantial experience, the respect of their peers, and demonstrated special knowledge, skills and proficiency in this area of law. She has been repeatedly recognized as a Top Lawyer by Phoenix Magazine and as a Rising Star by Super Lawyers and has been honored for her vision, influence, and leadership in Elder Law by Arizona Business Leaders. Nora is also an acting Judge Pro Tempore with the Superior Court of Maricopa County for the Probate Court division and serves on the Estate and Trust Advisory Commission for the State Bar of Arizona’s Board of Legal Specialization.

Krysta Polakowski, Tiffany & Bosco

 

Krysta Polakowski is an attorney who focuses exclusively on trust and probate litigation, elder law, and estate and trust administration. Krysta is an advocate for families, individuals, and professional fiduciaries in the trust, estate and elder law arena. Krysta’s passion for resolving trust, estate, and elder law disputes started while she was in law school, prompting her to enroll Decedent’s Estates and Trust Law, wherein she received the highest grade in both classes.

 

Krysta’s exceptional academic achievements also earned her the honor of being named a William H. Pedrick Scholar. An Arizona native, Krysta is a two-time Sun Devil, having received her Juris Doctor from Sandra Day O’Connor College of Law at Arizona State University, graduating in the top third of her class, and Summa Cum Laude with a Bachelor’s in Public Service and Public Policy with a concentration in Law and Policy, also from Arizona State University.