Tuesday, May 2, 2023 11:45 AM - 12:45 PM
This session will focus on the unique care and feeding required by these assets and the administration of them in fiduciary settings. The discussion will include some the common pitfalls regarding transfer, economics, and defense of these assets. We will discuss the ownership settings - including estates, trusts and the use of holding companies – and their related impact on risk, responsive oversight and decision making.