April 22, 2021 - ET

American Bar Association

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 counsel Emily Plocki participated and moderated a panel at the ABA RPTE National CLE Meeting that examined the considerations involved in choosing a trustee. The panel discussed the pros and cons associated with various types of fiduciaries. Topics discussed included:

  • 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