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