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Presentations

Fifth Annual Fiduciary Law Symposium

September 15, 2022 12 - 4 p.m.
Discovery World Pavilion

Join us on September 15, 2022 from 12:00 - 4:00 p.m. for our Fifth Annual Fiduciary Law Symposium as we explore important issues facing institutional trustees in Wisconsin. The Symposium offers trust professionals the opportunity to gain legal insights and to exchange ideas while earning CLE and/or CTFA credit.

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Schedule of events

ESG for Financial Advisors

50 minutes | Presented by John Clancy, Ellen Drought and Dave Patzer

This panel session will explore new ESG-related rules and their impact on financial advisors. Bring your questions! 

Litigation Update 

50 minutes | Presented by Nick Bezier and David Konkel

The 2022 litigation update will present on recent changes and developments in trust and estate litigation, with an emphasis on Wisconsin and other Uniform Trust Code jurisdictions. Topics will include fiduciary liability, attorney-client privilege and the fiduciary exception, attorneys’ fees and costs, and formation issues.

Trustees' Duties when Dealing with Business Interests

50 minutes | Presented by Jordan Taylor and Ryan Van De Hey

An overview of fundamental concepts that professional Trustees must consider when acting as fiduciaries of Trusts that hold business interests. The presentation will focus on various business entity ownership vehicles, common estate planning transfer techniques and ancillary issues associated with business interests. The presentation will conclude with an assessment of fiduciary duties owed in the course of administering business interests.

Location
Discovery World Pavilion
500 North Harbor Drive
Milwaukee, WI 53202

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