Conference Materials

2023

Keynote: The State of the Trust Profession

Monday, May 1, 2023 8:15 AM - 9:15 AM

Speaker

Mark Parthemer

Session Description

Join this nationally recognized speaker and author for a survey of the challenges and opportunities swirling around the fiduciary profession. Topics covered will include the increasing cadence of uniform laws, such as the Uniform Fiduciary Income and Principal Act and the Uniform Directed Trust Act, as well as state law efforts to lure fiduciary business, including statutory community property trusts. And what summary would be complete without a discussion on digital assets and cryptocurrency? Consideration of all these topics and more will be from the perspective of inherent risk to a fiduciary.

Session Material

Session Material