Advising Personal Representatives and Private Trustees on Investments. Your client discovers that the decedent had an aggressive stock investment portfolio but estate or trust administration will clearly take 12 to 18 months. What should your client do? Join us for a lively panel discussion with local fiduciary advisors Janet Tempel from Alaska USA Trust Company, Brenda Tudor and Matthew Anderson from First National Bank Alaska Trust Department, and Julee Duhrsen of Alaska Permanent Capital Management. What are the basic rules you need to know to properly advise your clients? What are your clients duties? What is fiduciary risk? What is the prudent investment rule? What if there are different income and principal beneficiaries? What resources are available in the community to help your clients mitigate risk? 1 General CLE Credit.
Phone-ins from other locations outside Anchorage are welcomed and encouraged. Please email firstname.lastname@example.org for number.
For more section information, please contact Chair Maribeth Conway at email@example.com or 907-278-5291.