Conference Materials

2021

Concurrent Sessions - The Case of the Curious Collector

Wednesday, May 12, 2021 2:00 PM - 3:00 PM

Speakers

Robert Dray

Robert Dray      
Managing Director Trust Special Assets
FIFTH THIRD BANK, N.A.
Rosemont, Illinois

Speaker Bio
Hanny Pei-Rodriguez

Hanny Pei-Rodriguez
Senior Trust Administrator 
BMO PRIVATE BANK
Chicago, Illinois

Speaker Bio
Stuart P Whitehurst

Stuart P. Whitehurst
Co-Owner
MARVIN & WHITEHURST APPRAISAL GROUP
Stuart, Florida

Speaker Bio

Session Description

Robert Dray      
Managing Director Trust Special Assets
FIFTH THIRD BANK, N.A.
Rosemont, Illinois

Hanny Pei-Rodriguez
Senior Trust Administrator 
BMO PRIVATE BANK
Chicago, Illinois

Stuart P. Whitehurst
Co-Owner
MARVIN & WHITEHURST APPRAISAL GROUP
Stuart, Florida

In this session the panel will discuss a case study related to the mobilization of resources in the management of unique trust assets. They will share their experience with a complex decedent’s estate involving real and personal property compromised by environmental issues. A significant portion of the discussion will center on the actions taken to secure the personal property, which included fine and decorative art, jewelry, stamps, currency, and loose precious stones, mitigate the environmental issues, and prepare the assets for disposition. 

Session Materials

Presentation

Presentation