Conference Materials

2014

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