April 22, 2021 - ET

33rd Annual RPTE National CLE Conference

Choosing A Trustee – Harder Than It Sounds? Considerations for Naming a Fiduciary when a Trust will Hold Closely-Held Business Assets

This event has already occurred.

Venable associate Chelsea McGrath will participate on a panel that will examine the considerations involved in choosing a trustee. The panel will discuss the pros and cons associated with various types of fiduciaries. Topics to be discussed include:

  • A broad conversation of the selection criteria of fiduciaries
  • Selection and consideration of a corporate fiduciary
  • Review of inherent conflict and material participation rules if a business officer serves as a trustee