The Fiduciary’s Burden: Strict Standards and Practical Challenges for Fiduciaries

Strict Standards and Practical Challenges for Fiduciaries – 1 Hr CLE Credit

DALLAS, Texas — Klemchuk PLLC and Engage Workspace for Lawyers are co-sponsoring a "Lunch and Learn" CLE on January 28, 2026 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.

*Limited space - Please RSVP Below to reserve your spot

Location

Engage Workspace for Lawyers   |   8150 N Central Expy, 10th Floor   |   Dallas, TX 75206
(At the NE corner of Caruth Haven and Central)

Agenda - January 28, 2025 - wednesday

11:45 am     Check-in; complimentary lunch available

12:00 pm    Presentation & speaker

1:00 pm      Presentation concludes

Speaker - Matthew Bourque, Managing Attorney, RMO LLP

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.