The Fiduciary’s Burden: Strict Standards and Practical Challenges for Fiduciaries
Strict Standards and Practical Challenges for Fiduciaries
DALLAS, Texas — Engage Workspace for Lawyers and Klemchuk PLLC are cosponsoring a "Lunch and Learn" presentation on January 28, 2025 at Engage’s coworking space.
This program examines the fiduciary’s burden through strict legal standards and practical, real-world examples. Attendees will walk through the core fiduciary duties of care, loyalty, full disclosure, and avoiding self-dealing, using familiar scenarios—from continuing family expenses out of habit, to estate property transactions, to disclosure decisions around investments. The discussion highlights how these duties apply in everyday situations and offers practical takeaways for fiduciaries navigating these responsibilities with care and clarity.
*Space is limited. Please RSVP to reserve your spot.
Speaker - Matthew Bourque, Managing Attorney at RMO LLP
Matthew A. Bourque serves as Managing Attorney of RMO LLP’s Dallas and Houston offices. A thoughtful, diligent litigator, Matthew focuses his practice on representing heirs, beneficiaries, fiduciaries, creditors, and other interested parties in contested probate, trust, guardianship, and financial elder abuse cases. As supported by his accomplished track record, Matthew is able to calmly and expertly navigate the most tumultuous situations with relative ease while securing results for his clients that allow them to move past their dispute and on with their lives.
Read more about Matthew Bourque.
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