Personal Trust Administration


Fran M. DeMaris

Executive Vice President
CANNON FINANCIAL INSTITUTE
Athens, Georgia


Fran will speak to administrative issues in today’s climate. With her vast experience in the trenches of trust administration, combined with the ability to communicate all of these items in terms which are understandable, she brings the human touch to the world of trust. The business of trust is impacted greatly by changes in the expectations of clients and professionals. Don’t miss this opportunity to think through the problems of the day with her.

Click here for speaker biography

Click here for PowerPoint presentation

Other session materials available:

Uniform Prudent Investor Act - Summary

A Few Facts About The... Uniform Prudent Investor Act

Uniform Principal and Income Act (1997) -
Summary

A Few Facts About The... Uniform Principal and Income Act

Implications of the Power to Adjust Under the Uniform Principal and Income act

State Power to Adjust and Unitrust Statutes

State Perpetutities Laws

Uniform Trust Code State Citations

Uniform Trust Code (Last Revised or Amended in 2005)