Name
Exchange Three: Trusting Your Decisions
Date & Time
Monday, May 12, 2025, 4:00 PM - 5:00 PM
Speakers
Description
This session will examine the difficulties associated with decision-making. Whether a trustee or a lawyer, individual advisors want to ensure that they are sticking to best practices, modulating their risk, and are protected should a conflict of interest or other pitfalls arise. There have been numerous cases in the last couple of years where decision-making has been a key theme, and we will deep-dive into these and discuss what might have been handled differently.