Fourth Annual Fiduciary Law Symposium
September 23, 2021|11:30 AM - 4:30 PM
Join us on Sept. 23, 2021 from 11:30 a.m. - 4:30 p.m. 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.
Topics at a glance
Cryptocurrency 101 and the Trustee’s Investment Duties
Presented by Jeffrey Billings
Cybersecurity for Fiduciaries
Presented by Kate Campbell
Fiduciary Protection through Better Documentation: Releases, Consents, Accounts & More
Presented by Jonathan Ingrisano
2021 New Administration Tax Code Update
Presented by Sarah McNally and David Patzer
Fiduciary Operations Best Practices
Panel Discussion and Open Forum
Date & Time
September 23, 2021
11:30 AM - 4:30 PM
Location
Discovery World
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Speakers
Shareholder
Shareholder
Shareholder
Shareholder
Practices
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