Fiduciary
Litigation – The New Cases You Must Know
Dominic J. Campisi
Partner
EVANS LATHAM & CAMPISI
San Francisco, California
The programwill include discussion of recent investment cases,
including the steps taken by two trust companies to defend
theirmanagement of concentrated assets after the crash.Attendees will
learn about other critical important issues, such as: Risks of
insurance sales by your affiliated insurance brokers, problems of
disclosure and evaluation of replacement policies, and conflicts
highlighted by incentives to trust officers. The "duty" to advise
clients about tax strategies in structuring trusts, plus getting your
attorneys fees paid after being removed. Can they sue you twenty years
later? The continuing saga in Ohio. Little FTC act, class action
developments, arbitration provisions, and who is your beneficiary?
