David F. Johnson, lead writer for the Texas Fiduciary Litigator blog, discusses a trustee’s decision to use entities to hold trust assets to mitigate risk. David covers benefits and other considerations that a trustee should contemplate before creating such an entity and transferring assets into it. The presentation also highlights the different types of entities that can be used to hold trust assets.
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Target Audience: In-house counsel and other litigation contacts, trust officers, risk management contacts, and wealth advisors at banks and financial institutions