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ABA Investment Responsibilities
Telephone Briefing*
Skip Fox, partner with McGuireWoods LLP, Charlottesville, Virginia and Tom Abendroth, partner with the Chicago law firm Schiff Hardin LLP will discuss fiduciary issues associated with using open architecture and affiliates.
Get your questions answered by these nationally-recognized attorneys.
| Program Date |
Audio CD now Available |
| Per Site Fees** |
$255 ABA/Service Member • $385 Non-Member |
| Registration |
Not applicable |
| Audio CD |
Order Online (PDF) |
| Credits |
2.5 CTFA (INV), 2.5 CRSP, 2.5 CSOP |
Topics to be addressed
- The Prudent Investor Act
- Duties to Income and Remainder Beneficiaries
- Total Return Investing
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- Delegation of Investment Rsponsibilities
- Acting as a Directed Trustee
- Damages for Investments
| Speakers
- Thomas W. Abendroth, Partner, Schiff Hardin LLP, Chicago, IL
- Charles D. ("Skip") Fox IV, Partner, McGuireWoods LLP, Charlottesville, VA
Upcoming topic
Audio CDs for each telephone briefing will be available for purchase
7-10 days after the airing of the program.
Who Should Attend
- Trust Officers
- Estate Plannners
- Trust Counsel
- Trust Department Managers
- Wealth Managers
- Private Bankers
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- Trust Tax Professionals
- Financial Planners
- CTFAs
- CFPs
- CPAs
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*ABA's Telephone Briefings include reference materials and telephone audio. Telephone/Webcast Briefings include reference materials, telephone audio, and simultaneous webcast presentation (requires 56K or faster with JavaScript and cookies enabled in the browser, i.e., Microsoft Internet Explorer 4.0 or later, or Netscape 4.7X).
**Each site license (registration fee) entitles you to one phone connection and one Internet connection (when there is a simultaneous webcast presentation) where an unlimited number of listeners can participate.
Any transmission, retransmission or republishing of the audio or Web portions of this briefing is strictly prohibited.
Questions? Please contact Joe Mach / Linda Shepard / Cari Hearn for more information.
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