Independent Fiduciary Reviews

Independent Fiduciary Reviews

	Deborah A. Austin Vice President Personal Fiduciary Director UNION BANK San Diego, California
	Steven M. Harding, CPA SVP & Managing Director INDEPENDENT FIDUCIARY SERVICES Washington, D.C.
	Linda Manfredonia AVP Financial Planning and Analysis PNC Bank Philadelphia, Pennsylvania

Our experts will discuss the relevant issues regarding Independent Fiduciary Reviews. They will also discuss the differences in the Review process when the fiduciary hires an independent firm to conduct a Review of an account / account group / or another entity versus when the account beneficiaries hire an independent fiduciary to review your bank. Attendees will learn:

How to prepare for an Independent Fiduciary Review
What areas come within the scope of the fiduciary Review?
Can the Trustee benefit from a fiduciary Review?
Is this a new trend? Has your bank had one?
Should you allow the Independent Fiduciary Review?

Click here for speaker biography - Deborah A. Austin

Click here for speaker biography - Steven M. Harding

Click here for speaker biography - Linda Manfredonia

Click here for PowerPoint presentation

No other session materials are available