There are good reasons to hold alternative investments in trust and other estate planning vehicles, but these assets can be complicated, and they present special risks for fiduciaries and beneficiaries alike. Understand the characteristics of alternatives, the risks associated with them, and how the risks can be addressed in the estate planning process and in trust and estate administration.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
David M. Allen, Katten Muchin Rosenman LLP, Chicago
David C. Blickenstaff, Schiff Hardin LLP, Chicago
Originally presented as part of the 64th Annual Estate Planning Short Course 2021