Cannon Estate Planning CLE: Administration of Non-Standard Trust Investments

Larry Clipp, Relationship Strategist for PNC's Wealth Management Group, invites you to attend (from your home or office)
the Cannon Estate Planning Teleconference:
 
Administration of Non-Standard Trust Investments
 
Tuesday, April 27, 2021
12:00 pm – 1:00 pm
Streaming access is available
 
Summary of Teleconference:
The bane of many a Trustee’s existence is the responsibility and potential liability associated with holding, and perhaps having to dispose of, trust property that does not readily lend itself to routine trust administration.  Such types of trust property include various types of tangible personal property, various categories of real estate, closely-held business equity, mineral interests, intellectual property, digital assets and even concentrations of traditional trust assets.  In addition to the practical administrative challenges the Trustee faces in handling unusual trust investments, the Trustee may also be confronted with conflicting demands from beneficiaries regarding those investments.  In this teleconference, we will introduce and evaluate the following topics:

Speakers will address:

  • The Uniform Prudent Investor Act and a Trustee’s Duty of Diversification

  • Unique Challenges Arising from Holding a Closely-Held Business Interest

  • Trust Assets Not in Trustee’s Physical Possession or Direct Control

  • Steps to Mitigate Risk

Register for the teleconference by sending an email to jennifer.julius@pnc.com. 
  
Streaming information, as well as the teleconference material, will be sent to you by return email.

Jennifer Julius 
Administrative Assistant 
PNC Wealth Management 
jennifer.julius@pnc.com
P 0 309-655-5484 
 
 

 

Sarah Croft