Document Review and New Documentation Issues Confronting Corporate Trustees

Aired: Thursday, June 15, 2017

2.5 CCTS

This recording addresses critical document language issues facing Trustees. Document language has always been a key area of attention for Trustees, and is now even more critical as a result of recent court decisions and legislative efforts. The presenters discuss current challenges Trustees face as a result of decisions in the Marblegate and Caesars cases and an update on those cases. You will also hear how to effectively address these new challenges. You won't want to miss listeing to this important recording.

This recording focuses on:

  • Updates on the Marblegate and Caesars cases and the significant lessons for Trustees from these cases
  • The growing risks of supplements to indentures and how they impact Trustees
  • The growing trends for bondholder consents and waivers, and how Trustees can protect themselves with better document language, along with related trustee replacement issues
  • Ongoing issues concerning bondholders requests and direction to Trustees
  • Account control agreements and related indemnity issues
  • Current document trends and language the Trustee needs to address


  • Irving C. Apar, Partner, Thompson Hine LLP
  • Jeffrey J. Powell, CCTS, President, Corporate Trust Insights LLC (moderator)

 Continuing Education Credits

The Institute of Certified Bankers (ICB) has approved this program for 2.5 CCTS continuing education credits for the live program and the recording.

CPE logoRecordings are not eligible for CPE credits.

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Questions? Please contact Linda Shepard / Cari Hearn for more information.

 Pricing & Purchasing


Streaming Online Recording
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ABA Member • $265
Non-Member • $395


 Who Should Attend

  • Corporate Trustees (Municipal and Structured Finance)
  • Corporate Trust Risk Managers
  • Trust Operations Managers and Administrators
  • In-House and Outside Counsel
  • Regulatory Officials
  • Corporate Trust Auditors
  • Bond Counsel
  • Financial Advisors and Issuers
  • CCTSs, CPAs

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