Community Foundation of Westmoreland County

Event

Spring 2018 CLE Event

Wednesday, April 25, 2018

FIDUCIARY AND ETHICAL CONSIDERATIONS OF TRUSTEES FOR DISCRETIONARY AND CHARITABLE DISTRIBUTIONS

When: Tuesday, Apr. 25, 2018 from 2:30 to 6 p.m.
Where: The Rolling Rock Club

By invitation

Spring 2018 CLE event

The session features Lynn C. Halpern, J.D., managing director and senior fiduciary counsel at Bessemer Trust. Lynn has 24 years experience in wealth management and estate planning and will discuss discretionary distributions from trusts along with several ethical scenarios. These will include trust provisions, trust protection in the event of behavior by beneficiaries like substance abuse and mental incapacity, and the complications associated with the creation of “quiet” trusts by grantors.

For more information, please email event@pghfdn.org