Session Information
ABA Advanced Trust Forum
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Managing Specialized Assets: Risks of Board Membership, Partnership, Minority/Majority Shareholders, et al.
Track
:
Friday, August 21
Program Code:
15
Date:
Friday, August 21, 2009
Time:
9:30 AM to 10:30 AM
EST
Location:
Ballroom B
SPEAKER
:
Andrew P. Tanner, CFA, SVP, National Manager, U.S. Trust, Bank of America Private Wealth Management
Description
What are the challenges when closely held businesses in trusts are a significant part of a client’s wealth? How is this complicated when you try to preserve and enhance their value? Learn how to recognize general issues for the trust and the trustee, plus specific challenges when a trustee acts as a board member, partner in a partnership, and minority/majority shareholder.
No items are available for this session.
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