Robins Kaplan LLP Wealth Planning, Administration, and Disputes Group Annual CLE Event: The Future of the Fiduciary

September 12, 2019 Minneapolis, Minnesota

Sponsor(s): Robins Kaplan LLP

Minneapolis 
Robins Kaplan LLP
800 LaSalle Ave
Suite 2800
Minneapolis, MN 55402

Boston (Simulcast Site)
Robins Kaplan LLP
800 Boylston St
Suite 2500
Boston, MA 02199

Description:

The year is 2019. Wealth concentration in the United States has reached its highest point since before the Great Depression. Society places a newfound and widespread premium on corporate responsibility, diversity and inclusion, and environmental conservation. Philanthropy has far surpassed pre-recession giving levels, proof that today’s wealthiest value “charitable impact” as much as they do “rate of return.” In our modern era of growing wealth, shifting values, and the digital transformation of financial services, the role of the fiduciary has never been so critical; and yet, avoiding and navigating fiduciary litigation has never been more complex.

Join us as we explore emerging trends that will impact professional and individual fiduciary responsibility. At our 2019 seminar, gain key insight into ways to adapt your practice today to best serve your clients for the next 10-20 years.

Agenda:

12:30 p.m. – 1:00 p.m. CDT Registration
1:00 p.m. – 2:00 p.m. CDT Ethics CLE
2:00 p.m. – 2:15 p.m. CDT Break
2:15 p.m. – 3:15 p.m. CDT Panel: Avoiding Fiduciary Litigation in the Age of AI, Electronic Wills and Trusts, and ‘FinTech’
3:15 p.m. – 4:15 p.m. CDT Keynote: The Future of Advice
4:15 p.m. – 5:15 p.m. CDT Interactive Session: Ripped from the Case Law*
5:15 p.m. – 6:15 p.m. CDT Reception

*The agenda will differ for attendees in Boston and Minneapolis at this point. Additional details to be announced.

For this event, Robins Kaplan will seek approval with Mandatory Continuing Legal Education boards in Massachusetts and Minnesota for a maximum of 3.0 hours of standard credit and 1.0 hour of ethics credit.