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What You Should Know About Fiduciary Risk But Were Afraid to Ask

Thursday, December 7, 2017 | 2pm ET / 11am PT

Presenter:
Judith Pearson
Nomadx Solutions, LLC

Presenter:
Rebecca Korach Woan
Chartwell Insurance Services

Presenter:
Jay W. Freiberg
Katten Muchin Rosenman LLP

Moderator:
Susan Lipp
Trusts & Estates


Join us for a discussion between a fiduciary litigator and risk professionals to learn about evolving litigation trends and how trustees can protect themselves.

We will be discussing:

• Knowing your beneficiaries and changing risks based on the underlying structure of trusts
• How alternative assets held in trust change your risk
• Can your co-trustee create risk for you?

Don't wait, register now!

NAEPC, CIMA, CPWA, and CFP CE credits have been applied for and are pending approval.

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TAGS: Resources