Conference Materials
Directed Trusts
Wednesday, April 30, 2014 10:30 AM - 11:30 AM
Speaker
James Marion
National Fiduciary Advisor Executive
U.S. TRUST, BANK OF AMERICA
Private Wealth Management
Chicago, Illinois
Speaker Bio
Session Description
Directed trusts offer unique and problematic risks to every fiduciary institution. You do not want to miss Jim's expert discussion of his key administrative insights in handling these complex situations amid the changing statutory environment. Attendees will not only be able to identify these key risks but also how to manage directed trust expectations from beneficiaries.
Session Material
Presentation