Designated Representatives: You’ve Been Drafted and Sent To The Front Lines
(On-Demand Session)

Sessions

The panel will discuss the mechanics of Code Sections 3303 and 3339, properly drafting silent trusts, and practical issues for designated representatives, grantors, and other fiduciaries.

SPEAKERS:
George Kern
Regional Director 
Bessemer Trust Company of Delaware

Vincent C. Thomas 
Partner 
Young Conaway Stargatt & Taylor, LLP