SC BAR

About the Seminar
It is a difficult time to be a trustee.  Asset values in the public and private markets have fallen substantially and the outlook for their recovery is unclear.  There have been major revelations of fraud and abuse among prominent money managers.  The economy continues to be unsettled and fiduciary litigation continues to grow.  These developments place heightened emphasis on advising trustees about their fiduciary duties and areas of potential liability. This program will provide you with a practical guide to the duties of trustees in a volatile market, including prudently investing the assets of the trust, proper disclosures, communicating with beneficiaries on a regular basis, making or withholding distributions, and ensuring the purposes of the trust is fulfilled.

·          Fiduciary duties in volatile and a troubled economy
·          Practical framework of trustee duties and liability
·          Areas of increased potential for trustee liability
·          Prudent investment decisions in a market of unprecedented volatility
·          Duties of disclosure and regular communication with beneficiaries 

About the Speakers
Daniel L. Daniels is a principal in the Stamford office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families. A Fellow of the American College of Trust and Estate Counsel, he is listed in The Best Lawyers in America, and has been named by Worth magazine as one of the Top 100 Lawyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in Trusts and Estates magazine. He has written numerous other articles on estate and tax planning and lectures on estate and tax planning topics throughout the United States.  He received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Law School.

David T. Leibell is a partner in the Stamford, Connecticut office of Wiggin and Dana, LLP, practicing in the Trust and Estates Department. He previously worked in the financial services industry, specializing in the financial aspects of estate planning. Mr. Leibell is a frequent lecturer before fiduciary audiences throughout the United States, and has authored many articles on charitable, estate and tax planning. With Daniel Daniels, he is co-author of a monthly column in Trusts & Estates magazine. He also authors a column for Registered Representative Magazine. Mr. Leibell has been listed in The Best Lawyers in America.  Mr. Leibell received his B.A. from Trinity College and his J.D. from Fordham Law School.