Wednesday, April 25, 2018 9:15 AM - 10:15 AM
Partner, Trust & Estates Group
LEVENFELD PEARLSTEIN, LLP
Trustees often are asked to engage in loans to related parties or bene ciaries and other transactions with related trusts, closely held assets and real estate. For a trustee who is not careful, even a seemingly simple act like making a loan to a bene ciary can lead to liability. This session will explore the complexities added by directed trust statutes and will examine methods to reduce duciary risk in common trust transactions.