Events

Fiduciary Issues in Using Open Architecture and Affiliates

American Bankers Association 2008 Trust and Estate Planning Teleconference Series

November 06, 2008

1:00 PM - 3:00 PM EST


Thomas W. Abendroth

Thomas W. Abendroth, a partner in Schiff Hardin's nationally recognized Private Clients, Trusts and Estates Group, will co-present this telephone briefing on "Fiduciary Issues in Using Open Architecture and Affiliates." This is the eighth in the 2008 Trust and Estate Planning series of teleconferences presented by the American Bankers Association.

This live telephone briefing will examine:

  • Common law duty of loyalty and self-dealing rules
  • Evolving statutory and case law standards
  • Trustee and affiliates receiving multiple levels of compensation
  • Disclosure issues
  • Potential liability if fail to out perform index funds

To register, visit: http://www.aba.com/teleweb/tb110608.htm.

 
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