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Dealing with the Overlapping Roles (2011 Annual Meeting - Seminar C - MP3)
Member Price$25.00
Non-Member Price$45.00
Merchandise Description

Seminar C: Dealing with the Overlapping Roles of Individual Fiduciary, Business Manager and Beneficiary (What do you do when big sister says to little brother: “That is why Daddy named me President AND Sole Trustee!”)

This program will be in panel discussion format and will review the numerous issues that arise when a family member (and beneficiary) is appointed as a fiduciary and is also the manager or other officer of the closely-held family business. The panel will discuss the potential conflicts and other issues that arise and methods of dealing with these situations when they arise, as well as proposing drafting solutions when such a situation is anticipated.

Moderator:

  • James M. Maddox, Hobbs, NM

Speakers:

  • William L. Harbison, Nashville, TN
  • Margaret G. Lodise, Los Angeles, CA

ACTEC 2011 Annual Meeting
March 8 – 13, 2011
Phoenix, AZ