Wednesday, May 1, 2013 1:15 PM - 2:15 PM
Principal / Fiduciary Counsel
BESSEMER TRUST
Atlanta, Georgia
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.