Events

Trust Investments and Trustee Self-Dealing

November 01, 2007

1:00 PM - 3:00 PM EDT

Thomas W. Abendroth, a partner in Schiff Hardin's nationally recognized Private Clients, Trusts and Estates Group, will co-present this telephone briefing on "Trust Investments and Trustee Self-Dealing." This is the eighth in the Trust and Estate Planning series of teleconferences presented by the American Bankers Association.

Topics covered in this session include:

• Drafting for modern portfolio theory investing
• Common law rules on self-dealing and conflict of interest and how to draft trust language to avoid or modify the rules
• Trustee's use of affiliated entities
• Case study in fiduciary liability where non-approved self-dealing takes place

To register, visit: http://www.aba.com/teleweb/tb110107.htm