Category: Estate Planning, Trust and Probate Law Category: Estate Planning, Trust and Probate Law (show less)

Speakers
Ryan D. Cunningham
Hopkins & Carley    

Scott A. Fraser
Crist | Biorn | Shepherd | Roskoph    

Chelsea J. Suttmann
Barulich Dugoni Suttmann & Cummins
Law Group

Join us to learn how trustees’ fiduciary duties are affected by ownership of business entities, in particular, the standard of care, the duty to inform and report, and the duty to diversify and make property productive. The presentation will also review beneficiary’s rights, including rights to information and derivative rights. In the event that the fiduciary has both an ownership and management role, the presentation will highlight any additional duties imposed by the Corporations Code and/or the new federal Corporate Transparency Act.