Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Monday, November 5, 2012

Last Chance to Sign-Up for a CLE on Asset Allocation and Fiduciary Liability

CLE ImageThe ALI-CLE is sponsoring a telephone seminar/audio website with The American College of Trust and Estate Counsel (ACTEC) entitled, How To Deal With Changing Realities in Asset Allocation: Fiduciary Liability in Turbulent Economic Timeson Thursday, November 8, 2012 from 12:30 - 2:00 p.m. EST. Provided below is description of the event:

Why You Should Attend?

In the aftermath of the Great Recession, learn the new realities of investment risk and standards of care—and avoid fiduciary liability for making inept investment decisions! This accredited CLE program from ALI CLE will show you how to deal with changing realities in asset allocation.

What You Will Learn?

A fiduciary litigator, corporate trustee, and financial advisor detail various asset allocation approaches that they will illustrate via case studies and scenario analysis. The program considers issues of prudent and defensible strategies for sustainable income and long-term accumulation objectives.

Faculty will conduct a thorough discussion in a course that includes:

  • Fiduciary case law on the risks of poor investment processes and procedures
  • Corporate trustee’s perspective on how to adjust investment models to the current hard realities, including alternative investments
  • Competing models of investments, as well as the requirements for dealing with the cash flow consequences of the abstract models


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