Fiduciary Litigation

Dominic Campisi

San Francisco, CA

The program will discuss recent liability cases for corporate trustees, including joint and several liability for custodial trustees for failing to prevent embezzlements. Similarly, the scope of the duty to diversify has been fleshed out with decisions on liability for failure to act with prudence despite retention language and failure to diversify promptly. These situations could likely have been prevented by careful supervision and appreciation of the requirements of the Prudent Investor Act. A variety of other liability issues will also be discussed.

Click here for speaker biography

PowerPoint presentation not available

New! Click here for other session material