Events

Diversification or Concentration of Assets: What Should a Trustee Do?

American Bankers Association 2012 Trust and Estate Planning Telephone Briefing Series

November 1, 2012

1:00 p.m. - 3:00 p.m.  EDT

Thomas W. Abendroth

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
http://www.aba.com/teleweb/tb110112.htm

CRSP, CTFA, CFP, CPE and CPA credit is available.

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