Fiduciary Duties and Ethical Challenges for Trustees: The Evolving Landscape

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented a review of the fundamental trustee duties –an important periodic exercise for those involved in administering trusts– and discussed trustee duties and powers in the context of the rapidly changing statutory  environment and trends in trust design, at the Andersen Tax Family Office Roundtable.