Even the most seasoned fiduciary can be haunted by the risks inherent in estate and trust administration. This program follows the story of Linda Lawyer, who after a long day battling towering files and thorny legal issues drifts into a restless sleep. As Linda’s mind wanders, the closet door creaks open and routine files morph into professional nightmares. Through Linda’s dreams, we uncover the liabilities lurking in office shadows and explore the complex and often hidden risks that keep fiduciaries awake at night. Using engaging case studies and practical risk management strategies, this program illuminates the pressures shaping the fiduciary landscape and provides participants with tools to confront these monsters before they emerge.
Speakers:
- Beth Shapiro Kaufman, Partner; National Chair, Private Client Services, Lowenstein Sandler LLP
- Jared Cloud, Levenfeld Pearlstein, LLC
- Amanda D'Arcy, M&T Bank
Time: 8 a.m. ET
Location: Omni Boston Hotel at the Seaport, 450 Summer Street, Boston, MA 02210
*This event is open to the public but requires a registration fee.
