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ABA The Duty of Fiduciaries to Disclose Information to Beneficiaries and Privacy Information Security
Telephone Briefing*
Skip Fox, partner with McGuireWoods LLP in Charlottesville, Virginia and Tom Abendroth, partner with the Chicago law firm of Schiff Hardin LLP discussed fiduciary responsibility to disclose information to beneficiaries and privacy information security during a live telephone briefing held on May 1st.
Join us for this informative program and get your questions answered by these nationally-recognized attorneys.
| Program Date |
CDs Now Available |
| Per CD Fees** |
$255 ABA/FIRMA/Service Member • $385 Non-Member |
| Order Form |
PDF |
| Audio CD |
Order Online |
| Credits |
2.5 CTFA (FID), 2.5 CISP, 2.5 CRSP |
Topics to be addressed
- Duty to Account
- Duty to Disclose Other Trust Information
- Trust Investment Provisions on Accounting Obligations
Speakers
- Thomas W. Abendroth, Partner, Schiff Hardin LLP, Chicago, IL
- Charles D. ("Skip") Fox IV, Partner, McGuireWoods LLP, Charlottesville, VA
Upcoming Topics
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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