May 20, 2025: Administration of Non-Standard Trust Investments
Sponsored by Pochal & Pochal, LLC
12:30 lunch and networking ~ teleconference 1:00-2:30 pm
Free for members, all 2025 Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).
Please note that online registration closes at noon the Friday before each teleconference.
About the Program:
The bane of many a Trustee’s existence is the responsibility and potential liability associated with holding, and perhaps having to dispose of, trust property that does not readily lend itself to routine trust administration. Such types of trust property include various types of tangible personal property, various categories of real estate, closely-held business equity, mineral interests, intellectual property, digital assets and even concentrations of traditional trust assets. In addition to the practical administrative challenges the Trustee faces in handling unusual trust investments, the Trustee may also be confronted with conflicting demands from beneficiaries regarding those investments. In this webinar, we’ll introduce and evaluate the following topics: