Wednesday, May 1, 2013 2:30 PM - 3:30 PM
Senior Managing Director & Head of Wealth Management
MB FINANCIAL BANK, N.A.
Rosemont, Illinois
Join in a discussion of the corporate fiduciary’s role in directed
trusts and trust decanting, as these concepts sweep the nation.
We will analyze:
• The current statutory environment
• Fiduciary duties, responsibilities and liabilities of a directed
trustee and of a trustee participating in trust decanting • Risks posed to financial institutions when acting as a directed trustee or participating in a trust decanting
• Best practices by financial institutions to mitigate those risks