Perception vs. Reality in Trust and Estate Matters:

Are They Really Lying, Cheating and Stealing?

October 9, 2024

The Reserve at Wells Fargo Center
90 South Seventh Street
Seventh Floor
Minneapolis, MN 55402

Anne M. Lockner

Partner

Pronouns: she/her

Denise S. Rahne

Partner

Co-Chair, Wealth Planning, Administration, and Fiduciary Disputes Group

On October 9, Anne Lockner and Denise Rahne presented at Anthony Ostlund Louwagie Dressen & Boylan P.A.’s 2024 Lying, Cheating and Stealing Seminar on a session titled, “Perception vs. Reality in Trust and Estate Matters: Are They Really Lying, Cheating and Stealing?”

They discussed challenges with and strategies for representing clients in contested trust and estate matters where perceptions and reality do not always align. Topics included: doing due diligence on what a potential client tells you before taking on the representation; managing client expectations and perceptions when grievances do not always rise to legal wrongs; and actions by fiduciaries that create the risk of being seen as lying, cheating, and stealing.