Trust Updates Archive
(June 9, 2016 --Chicago, IL) -- Beneficiaries increasingly are turning to the courts to settle disputes with fiduciaries. These cases increase fiduciary risk and raise legal and ethical issues. Representing Estate and Trust Beneficiaries and Fiduciaries is a two-day conference sponsored by the American Bar Association's ALI-CLE that focuses on litigation topics and trends. The program presentations and discussions include:
* Misdirection and the Directed Trustee
* Reconciling Trustees Duties and Social Agenda Investing
* Capacity and Undue Influence
* Mandatory Mediation and Arbitration and Pre-Mortem Probate
* Decoding Current Fiduciary Law
* Bends and Trends in Fiduciary Land
The conference is being held in Chicago, on July 7 and 8. However, it is possible to attend via webcast and receive conference material electronically.
This is an advanced level program, according to an American Bar Association spokesman. It is designed for attorneys, fiduciary officers, executors, trustees, and others involved in advising trust settlors, beneficiaries, and fiduciaries.
For more information on the conference click here
Trust Performance Report -- annual data book, published in May, provides both industry and peer group performance data by assets, gross revenue, net income, and account category. Subscribers receive quarterly updates. TPR findings are based on its annual survey of the top 1500 fiduciary institutions. For more best practices and benchmark data see TPR. For information on ordering click here or the link below.
Fiduciary Earnings & Expenses -- annual data book comparing performance among independent trust companies to that of OCC national trust companies and to bank trust divisions. For information on ordering click here or the link below.
For Sample copies of both publications click here and then, on the web page, check "Trust Performance Report."
No statement in this issue is offered as or should be construed as legal opinion or advice or as an indicator of future performance.
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