This presentation will discuss a trustee’s decision to use entities to hold trust assets to mitigate risk. The presentation will discuss the benefits and other considerations that a trustee should contemplate before creating such an entity and transferring assets into it. The presentation will also discuss the different types of entities that can be used to hold trust assets.  

Date: Tuesday, March 21, 2017
Time: 10:00 - 10:30 a.m. Central Time
Cost: Complimentary
Speaker: David F. Johnson

Continuing Education Credit Information:
This course has been approved for MCLE credit by the State Bar of Texas Committee on MCLE in the amount of 0.5 credit hours

Who should attend:
In-house counsel and other litigation contacts, trust officers, risk management contacts, and wealth advisors at banks and financial institutions