Conference Materials

2013

Recent Developments in Fiduciary Litigation

Wednesday, May 1, 2013 1:15 PM - 2:15 PM

Speaker

Dana Fitzsimons

Principal / Fiduciary Counsel
BESSEMER TRUST
Atlanta, Georgia

Speaker Bio

Session Description

With a focus on how fiduciaries and their advisors may best
understand and manage fiduciary risk in an increasingly litigious
and confrontational environment, Dana will review recent cases
from across the country and discuss trends and developments in
several areas including: investments, concentrations, and special
assets; distributions; surcharge exposure; disclosure to beneficiar-
ies; modification of trusts; settlement, defenses, and limitations
on actions against fiduciaries.

Session Material

Presentation