66th
Annual Trust & Investment Conference
October 1-3, 2012
The Otesaga
--- Cooperstown, New York
|
Registration, sponsorship, and program details
to be posted shortly.
Hotel
Reservations - click link to make your online reservation at
The Otesaga; room rates: $310 single; $385 double, plus tax; Full
American Plan (3 meals)
|
We
look forward to seeing you and your colleagues at this year's 66th
Annual Trust & Investment Conference. As always, we are
working on a top-notch program - one which is certain to provide highly
relevant content for the wealth management community and valuable
co-hosting and sponsorship opportunities for our industry
partners.
2011 Program Highlights
-
What Should Current Personal Trust Industry
Trends Be Telling Us?
-
The Tax Relief Act of 2010: The Less than 1%
Solution
-
Challenges and Opportunities in Fiduciary
Investing
-
State Legislative & Regulatory Update
-
Special Needs Trusts: Challenges and
Opportunities for the Corporate Fiduciary
-
Fiduciary Liability - Practical Considerations
-
What Works for an Effective Trust-Retail-Brokerage
Relationship?
-
A View from the New York State Bar Association
Trusts & Estates Law Section
Questions?
