Working with co-fiduciaries can be a struggle but it has its
rewards. In today’s complex and challenging environment, it is
critical for advisors to know what the risks are, how to effectively
manage those risks and what steps can be taken to have a good
relationship with those acting as co-trustees. In this session we
will identify some of the key issues that tend to arise when working
with co-fiduciaries, discuss best practices in managing these
relationships (both practical and legal) and discuss trends in the
industry that advisors might want to take advantage of that may
make working with these relationships easier