This day and a half workshop will provide attendees a deeper understanding of the core trustee duties and powers as well as the trustee's responsibilities for educating and mentoring the beneficiaries.
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If you have been or will be appointed a trustee you will want to attend this day and a half workshop. A trusteeship is a critical, active role that has significant influence on the welfare of the beneficiary and the sustainability of the assets, businesses, or properties that are in the trust. A properly prepared trustee means:
- A well educated and adjusted beneficiary
- Intelligently run investment and distribution strategies that fulfill the grantor's vision
- A harmonious and constructive relationship between the trustee and beneficiary
The risk from not being fully prepared includes:
- Conduct, intentional or not, that breaches the fiduciary dury of the trustee leading to litigation and personal liability
- A beneficiary who lives feeling entitled to the wealth without appreciating their responsiblity to support the health of the trust for their benefit and the benefit of future generations
- Suboptimal results of the business or investment obligations for current or future beneficiaries
Come learn from experts in the field who will provide a balanced perspective of the legal, investing, and human behavioral aspects of being a trustee. The attendees will be comprised of your peers who are trustees or beneficiaries of family trusts.
Trust Success: A Matter of Accountability and Education
The Need for Education for Grantors, Trustee and Beneficiaries
Understanding the Trust: Five Steps to Make Sure All the Parties are Educated, Engaged and Held Accountable
Tuesday, November 19
Wednesday, November 20
Heather George, Director of Knowledge Center
Lee Hausner, First Foundation Advisors
Wally Head, Gresham Partners
Kim Kamin, Schiff Hardin, LLP
Kim Kamin's practice involves virtually all aspects of trust and estate planning, trust and estate administration, related dispute resolution, and not-for-profits. Ms. Kamin has extensive experience in:
- Advising individuals, families and closely held businesses in wealth preservation, asset protection and succession planning issues
- Representing fiduciaries, beneficiaries and custodians in estate administration and contested trust and estate matters
- Providing counsel for the formation and operation of nonprofit entities, both private foundations and public charities
James Kane, HUB International Personal Insurance
With more than two decades of personal insurance experience, Jim Kane joined HUB International in October 2005 following the acquisition of Personal Lines Insurance Brokerage, Inc. (PLI). He was named President of HUB International Personal Insurance, Ltd., the personal insurance division of HUB International that has over 500 employees dedicated to personal insurance and more than 125 offices throughout North America. HUB International Personal accounts for more than 20 percent of total revenue and is among one of the largest providers of personal insurance in the United States and Canada.
Paul S. Lee, Bernstein Global Wealth Management
Paul S. Lee is a National Managing Director of Bernstein Global Wealth Management, a position he assumed in 2006; he is also a member of the firm’s Wealth Management Group, which he rejoined in 2008. Previously, he had been a managing director in the London and New York offices. Prior to joining the firm in 2000 as a Wealth Management Group director, he was a partner in the Atlanta-based law firm of Smith, Gambrell & Russell, LLP. Lee received a BA, cum laude, in English and a BA in chemistry from Cornell University, and a JD, with honors, from Emory University School of Law, where he was notes and comments editor of the Emory Law Journal; he also received an LLM in taxation from Emory University.
John McCall, AIG US Financial Lines
John McCall is a Regional Underwriting Manager within the Financial Institutions Division of AIG US Financial Lines. He oversees the underwriting of management, professional, employment practices, fiduciary, cyber, and fidelity products in the US for all asset managers, including Family Offices.
Mariann Mihailidis, Managing Director, Councils
Mariann oversees the FOX member councils, which are private networks of close peers working together to advance their professional development and to solve the unique challenges they face in their management of private wealth. She has extensive experience in the accounting and legal fields. As a practicing tax and estate planning attorney, she develops strategies in wealth transfer issues, taxes, and corporate structures.
William I. Sanderson, McGuireWoods LLP
Mr. Sanderson is part of McGuireWoods LLP’s Fiduciary Advisory Services and Private Wealth Services groups. He represents both high-net worth individuals and families on a variety of sensitive and complex estate and business planning matters. His practice focuses on the areas of estate planning and estate and trust administration.
Rachel Simon, AIG Financial Lines
Rachel has over 20 years experience in insurance and insurance operations at AIG and has managed the Professional Liability division in Houston, TX since 2005. She and her staff are responsible for underwriting and marketing D&O, E&O and EPLI for public entities, schools and associations; miscellaneous and technology E&O; and Cyber and Privacy Liability in Texas, Louisiana, Arkansas and Oklahoma. Rachel holds a Green Belt in Six Sigma as well as Property and Casualty General Lines Agent and Surplus Lines Agent licenses. Rachel earned her Bachelor of Arts Degree in English Literature from Cornell University.
Maria Treglia, Program Brokerage Corporation
Maria Treglia, Senior Vice President, Program Brokerage Corporation (PBC), a wholesale unit of Hub International Limited, has been working in the insurance industry for over 20 years, holding various positions as both an underwriter and on the brokerage side. An employee of PBC since 2003, Maria was hired to create and lead a newly created division through PBC that has grown into one of the firm’s most successful practices under her leadership.
Christopher M. White, CFA
For the better part of 20 years, Chris has invested for individuals, families and institutions. Most recently he was Chief Investment Officer at Fiduciary Trust Company in Boston, where he also served on the Management Committee and on the Board. Chris started his investment career working as an equity analyst at CIGNA Investments in Bloomfield, Connecticut. Following his work as an analyst, he worked as a portfolio manager at Shawmut Bank in Hartford and Boston Private Bank, heading up Boston Private’s equity effort until he joined Fiduciary in 2000.