Womble Bond Dickinson partner Laurel R.S. Blair recently addressed Bank of America, N.A. private bank, trust and investment teams on “Recent Developments and Trends Affecting Professional Fiduciaries.”
The presentation included the impact of socially conscious investing trends on professional fiduciaries, strategies to reconcile trustee implementation of existing trust settlor objectives with trending beneficiary requests for socially conscious investment given existing ascertainable standards and parameters for assessment of fiduciary performance, and a relevant case law update.
Laurel R.S. Blair, Esq. is a strategic advisor, negotiator and litigation attorney with over 20 years of experience representing professional corporate fiduciaries and individuals in the private wealth, private banking and wealth management areas. She is based in Womble Bond Dickinson’s Charleston, South Carolina office.