American Bankers Association 2012 Trust and Estate Planning Telephone Briefing Series
November 1, 2012
- 3:00 p.m.
Thomas W. Abendroth, lead partner of Schiff Hardin’s Private Clients, Trusts and Estates Group, will co-present the ABA telephone briefing "Diversification or Concentration of Assets: What Should a Trustee Do?" on Thursday, Nov. 1. The live telephone briefing will discuss:
- Trustee obligations under the prudent investor rule
- Trends in recent case law on trustee liability
- Procedures for administering concentrated asset positions
- Drafting for clients with concentrated asset positions.
Additional information and registration is available at
CRSP, CTFA, CFP, CPE and CPA credit is available.