Session Information
ABA Advanced Trust Forum
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Fiduciary Liability: Protecting Yourself and the Trust Company
Track
:
Thursday, August 20
Program Code:
11
Date:
Thursday, August 20, 2009
Time:
1:45 PM to 2:45 PM
EST
Location:
Ballroom B
SPEAKER
(S):
Joseph M. Samulski, Managing Director, BNY Mellon Wealth Management
James C. Hughes, Managing Director, Citibank, N.A.
Gary B. Friedman, Partner, Greenfield Stein & Senior, LLP
Description
Avoid costly mistakes by learning how to define and document the process for both investment management and trust administration. Learn the most effective strategies for mitigating fiduciary risk including the elements of a good process and how to monitor it. You will hear how to identify early fiduciary risks and compare risks using case studies that bring solutions to life
No items are available for this session.
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