Roadmap for Fiduciaries and Other Professionals to Avoid Being Sued

HOUSTON, November 15, 2018 – Sarah Patel Pacheco, spoke on Fiduciary Pitfalls to the Houston Business and Estate Planning Council.  Kathleen Tanner Beduze and Chasity W. Cooper assisted her with the written matters.  The program offered a roadmap for fiduciaries and other professionals to avoid becoming involved in litigation.  Sarah discussed central considerations and measures which may allow fiduciaries to fulfill their duties, and substantially reduce potential claims against fiduciaries.

Sarah, Kathleen and Chasity practice in Crain Caton & James’ Fiduciary Ligation and Trust & Estates Practice Areas.

The Houston Business and Estate Planning Council consists of attorneys; certified public accountants; chartered life underwriters, chartered financial consultants and certified financial planners; and trusts officers in banks or trust companies.  The council is organized to provide high quality programs to its members.