Conference Materials

2013

Trends in Trusts: Directed Trusts & Decanting

Wednesday, May 1, 2013 2:30 PM - 3:30 PM

Speaker

Sally Larson Sargent

Senior Managing Director & Head of Wealth Management
MB FINANCIAL BANK, N.A.
Rosemont, Illinois

Speaker Bio

Session Description

Join in a discussion of the corporate fiduciary’s role in directed
trusts and trust decanting, as these concepts sweep the nation.
We will analyze:

• The current statutory environment
• Fiduciary duties, responsibilities and liabilities of a directed
trustee and of a trustee participating in trust decanting • Risks posed to financial institutions when acting as a directed trustee or participating in a trust decanting
• Best practices by financial institutions to mitigate those risks

Session Material

Presentation