View From the Driver’s Seat: A Corporate Trustee’s View of Common Trust Drafting Provisions
Anne Gifford-Ewing and Jeffay Chang will share insights on drafting trusts for smooth corporate trustee administration, covering preferred provisions, risk areas like silent trusts & co-trustee conflicts, and best practices when accepting existing trusts.
10:35 AM - 11:30 AMThu
Main Stage (Octavius 11 - 25)
Speakers
Jeffay Chang
Senior VP/ Senior Trust and Estate Specialist
Capital Group Private Client Services
Ann Gifford-Ewing
Senior VP / Senior Trust
Capital Group Private Client Services
Documents
Drivers Seat Gifford Ewing and Chang Materials