Cannon Estate Planning: Shelter from the Storm - Anticipating And Avoiding Breach of Fiduciary Duty Claims - 4/23

PNC's Private Bank is inviting you to attend Cannon Estate Planning Teleconference in person.
 
2024 Teleconference: Shelter from the Storm-Anticipating and Avoiding Breach of Fiduciary Duty Claims
 
Tuesday, April 23, 2024
12:00 pm – 1:30 pm
 
PNC Bank
3201 W. White Oaks Dr., Suite 100B
Springfield, IL 62704
 
Summary of Teleconference:
The roles of beneficiary and fiduciary by their inherent nature have the potential to engender conflict. Over recent decades, this conflict has been exacerbated by increasing demands of beneficiaries and expanded theories of fiduciary liability – flowing in part simply from the more litigious nature of society and in part from changes in trust law generally tilting toward enhancing the rights of beneficiaries. This teleconference will address the following themes:
 
Speakers will address:

  • Always the most common sources of friction: distributions and investments

  • Design and use of governing instrument provisions to insulate the fiduciary

  • Effect of reliance on counsel by fiduciary

  • Effect of waiver and/or consent and/or receipt of accountings by beneficiaries

 
 
Register for the teleconference by sending an email to jennifer.s.walker@pnc.comno later than April 19th.
 
A box lunch will also be provided, so when sending an email to RSVP, please include your choice of sandwich from the following options,
Jimmy John’s – 1) Pepe (ham & cheese), 2) Big John (roast beef), 3) Turkey Tom, 4) Vito (salami, capocollo, cheese, onion, oil & vinegar, 5) The Veggie (double cheese, avocado spread & cucumber) or 6) JJ BLT.  Sandwiches come with lettuce, tomato and mayo. 
 
There is no cost for this teleconference and attendees can earn 1.5 hours of Continuing Legal Education Credit for Illinois and other states. Continuing Education Credit also given for CPA, CTFA, CFP, CLU, ChFC.    

Sarah Croft