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