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.