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How To Deal With Changing Realities in Asset Allocation: Fiduciary Liability in Turbulent Economic Times - CLE, Continuing Legal Education - ALI CLE.org
How To Deal With Changing Realities in Asset Allocation: Fiduciary Liability in Turbulent Economic Times
  • Cosponsored with The American College of Trust and Estate Counsel
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Available Online: Online CLE | MP3 Audio Files | Coursebook

About ACTEC

ACTEC Logo The American College of Trust and Estate Counsel (ACTEC) is a nonprofit association of lawyers established in 1949. Its members are elected to the College by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors.



Why You Should Attend

In the aftermath of the Great Recession, learn the new realities of investment risk and standards of care—and avoid fiduciary liability for making inept investment decisions! This accredited CLE program from ALI CLE will show you how to deal with changing realities in asset allocation.

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What You Will Learn

A fiduciary litigator, corporate trustee, and financial advisor detail various asset allocation approaches that they will illustrate via case studies and scenario analysis. The program considers issues of prudent and defensible strategies for sustainable income and long-term accumulation objectives.

Faculty will conduct a thorough discussion in a course that includes:

Fiduciary case law on the risks of poor investment processes and procedures

Corporate trustee’s perspective on how to adjust investment models to the current hard realities, including alternative investments

Competing models of investments, as well as the requirements for dealing with the cash flow consequences of the abstract models

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Who Should Attend

Estate Planners, Wealth Management Advisors, and Trust Counsel should attend this accredited continuing legal education program from ALI CLE.

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Planning Chair

Dominic J. Campisi, Evans, Latham & Campisi, San Francisco

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Faculty

Patrick J. Collins, Schultz Collins Lawson Chambers Inc., San Francisco

Susan D. Snyder, Northern Trust, Chicago

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Program Schedule

All Times Eastern Standard

12:30 pm Program Begins.

A multidisciplinary faculty offers a review of fiduciary case law plus practical advice on asset allocation to minimize fiduciary liability.

2:00 pm Program Ends.

Total 60-minute hours of instruction: 1.5; Total 50-minute hours 1.8
For more information on CLE credits for a particular jurisdiction, click on the “Mandatory CLE Credit” link in the box titled, “Course Details,” at the top left of this web page.

Suggested Prerequisite: Estate Planning experience

Educational Objective: Acquisition of knowledge and skills to develop proficiency as a practitioner; maintenance of professional competence as a practitioner; provision of information on recent legal developments

Level of Instruction: Intermediate

Click Here for MCLE Credit Information

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Times

Eastern 12:30 pm to 2:00 pm

Central 11:30 am to 1:00 pm

Mountain 10:30 am to 12:00 pm

Pacific 9:30 am to 11:00 am

Alaska 8:30 am to 10:00 am

Hawaii 7:30 am to 9:00 am

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Course Details


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