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


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.

Archived versions of webinars are available on demand 24 hours after broadcast.