The Good, The Bad and the Litigation Over Investment Concentrations (from Trust Administration 2012) (Online Seminar)

MCLE Credits: 1.0
Ethics Credits Included: 0.0

MCLE Credit: 1.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Price: $70 (Includes a downloadable audio version.)
Viewable Through: 2/28/2015

Information

A pre-recorded streaming video replay of one session from the February 2012 live seminar, Trust Administration 2012.


Lawyers and fiduciaries are aware of the litigation that can arise when trust assets lose value, especially where the trust investments include a concentration in one investment. This presentation will review recent cases detailing trustee liability for investment losses. It will also examine the positive aspects of trust concentrations in wealth creation and provide practical guidance for drafting documents to facilitate the settlor’s investment objectives.

 

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Schedule

Faculty

William I. Sanderson, McGuireWoods LLP / Richmond

Locations, Dates and Fees

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