Cannon Teleconference: Management (and Mismanagement) of Trust Assets

Tuesday, July 24, 2018
1:00 PM 2:30 PM 13:00 14:30

Berkshire Bank 25 Main Street Lenox, MA USA (map)

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This Cannon Teleconference is a brown-bag event sponsored by Berkshire Bank and hosted by BCEPC. Join us with your lunch at 12:30 pm. Program runs 1:00 pm - 2:30 pm. The topic is Teleconference: Management (and Mismanagement) of Trust Assets.

The most sophisticated trust instrument imaginable cannot salvage or disguise poor management of trust assets. A Trustee must possess, or engage agents who possess, expertise in trust law as well as expertise concerning the assets composing the trust to ensure that the trust is productive and effectively fulfills its purposes. The following issues will be analyzed:

Duty of diversification
Risks associated with asset retention
Challenges arising from holding closely-held businesses interests
Handling other non-traditional assets

Location Berkshire Bank, 25 Main Street, Lenox, MA. RSVP to Dan Stanyon below. Free for Members!Non-members: Please pay $15 in advance via PayPal (click here).

RSVP