2014 Regional Member Briefing - San Francisco - June 26

Overview

Thursday, June 26, 2014 - 4:30pm to 6:30pm

Our host Joe Samulski, Managing Director of BNY Mellon, will present on this topic: Fiduciary Trends and Best Practices: Risks and Responsibilities of Being a Trustee

Attendance is included with membership, but advance registration is required.

Location

Scala's Bistro
432 Powell St
San Francisco  California  94102
United States
  • Agenda
  • Speakers
  • Materials
11:30 a.m.    FOX Welcome and Wealth Trends Update
11:45 a.m.

Host presentation during lunch 

Fiduciary Trends and Best Practices: Risks and Responsibilities of Being a Trustee

Being a trustee today carries more risks and responsibilities than ever, and professional trustees are held to an even higher standard. This discussion will arm you with actionable, guiding principles to follow when exercising discretion in a trust, key considerations on the power to adjust, a trustee’s duty to keep and render accounts, and the impact of varying state laws. We will also discuss fiduciary trends we are seeing across the industry and with our family office clients. Bring your questions and join us for an engaging, informative discussion about today’s fiduciary trends and challenges.

12:45 p.m. Peer Dialogue
1:30 p.m. Adjourn

 

Joseph M. Samulski, Managing Director, Chief Fiduciary Officer, BNY Mellon Wealth Management

 
Joseph Samulski is the chief fiduciary officer for BNY Mellon Wealth Management. In this role, he is responsible for the oversight of fiduciary risk for Wealth Management, and is the chair of its National Trust Administrative Committee. He is also a member of BNY Mellon’s Fiduciary Risk Management Committee.
 
Prior to joining the firm in 2004, Joseph practiced trusts and estates law in New York City for 15 years and served as the chief of the Law Department at the New York County Surrogate’s Court for 5 years. 
 
Joseph received a bachelor’s degree from The George Washington University and a juris doctor from the University of South Carolina School of Law where he was a member of the Law Review and the Order of the Wig and Robe. He is a member of various national and state professional organizations, and is a frequent lecturer at wealth management and continuing legal education seminars sponsored by various financial industry organizations, national and state bar associations, governmental agencies and not-for-profit institutions. Joseph serves on numerous committees, including the Executive Committee of the New York State Bar Association’s Trust and Estates Law Section, the New York Bankers Association’s  Trust and Investment Division, and the New York State Office of the Court Administration’s Surrogate’s Court Advisory Committee. In addition, he serves as  treasurer of the George Link Jr. Foundation and a director of the Howard Gilman Foundation.