Hot Topics in Fiduciary Litigation Luncheon

Hot Topics in Fiduciary Litigation Luncheon

By Prairie Trust™

Date and time

Thursday, May 7, 2020 · 12 - 1:30pm CDT

Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive Oconomowoc, WI 53066

Description

Prairie Trust™ invites you to a complimentary luncheon webinar on Hot Topics in Fiduciary Litigation.

A panel of attorneys will discuss current trends in trust disputes and fiduciary litigation, and steps for minimizing exposure to liability.

Discussion highlights include:
- Review claims of improper administration
- Give examples of self-dealing
- Examine improper investments
- Discuss trustee defenses

Speakers (via webinar):

Thomas W. Abendroth, Partner, Schiff Hardin LLP
Charles "Skip" D. Fox IV, Partner, McGuire Woods LLP

To reserve your seat, please RSVP by Tuesday, May 5, 2020.

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Continuing Education Credits:

Attendees may receive up to 1.5 hours of Continuing Legal Education (CLE) credits for participating in this group-live Briefing. We will submit for CLE approval after each program. A sign-in sheet will be available at each session.

ABA Professional Certifications approved this program for 2.0 CTFA and 2.0 CRSP continuing education credits.

The Certified Financial Planners Board has granted 2.0 credits for this live webinar. Recordings are not eligible for CFP creidts.

This group-live event is eligible for 1.5 CPE credits for CPAs (Business Law). Recordings are not eligible for CPE credits. No prerequisites required.

Organized by

Prairie Trust™, a division of Waukesha State Bank, is the premier fiduciary-focused administrative trust company in Wisconsin specializing in personal trust services, including special needs trusts,  and estate settlement.  also includes an Advisor Friendly Alliance that works with financial advisors in providing customers seamless trust and qualified plan services that integrate with, and enhance, their product offerings. For more information on Prairie Trust™, visit www.prairietrust.com.

Not FDIC Insured | Not Bank Guaranteed | May Lose ValueNot Guaranteed by any Government Agency | Not a Bank Deposit

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