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Dean Mead’s Trust & Estate Litigation Practice Group presents a breakfast briefing on How to Manage Liability Under the Prudent Investor Rule.
The Florida Prudent Investor Act was enacted in 1993 to establish the duties owed by a fiduciary in managing investment assets. Given the historic market collapse in recent years and the uncertainty in today’s markets, a fiduciary must be vigilant in complying with the Act to avoid liability for mismanagement of assets. This presentation will focus on managing a fiduciary’s liability under the Florida Prudent Investor Act.
Tuesday, September 20, 2011
8:00 a.m. – 9:30 a.m. (continental breakfast will be served)
Location: at the offices of Dean Mead
800 N. Magnolia Avenue
Orlando, FL 32803
Kindly RSVP by September 16th to firstname.lastname@example.org or by phone to (407) 428-5195.
The program will feature two speakers from Dean Mead:
Matthew J. Ahearn, Estate and Succession Planning Department. Mr. Ahearn is Board Certified in Wills, Trusts & Estates and also in Tax Law. He has extensive experience in the areas of estate and business succession planning, asset protection planning, charitable planning, and planning to minimize or avoid wealth transfer taxes. Mr. Ahearn handles all aspects of probate and trust administrations, including estate and gift tax audits before the IRS. He represents both beneficiaries and fiduciaries in contested matters. He may be reached at email@example.com.
L. Reed Bloodworth, Litigation Department. Mr. Bloodworth represents clients in a variety of litigation matters including complex commercial litigation, business torts, employment litigation, creditors’ rights, non-compete agreements, probate litigation, legal malpractice and arbitration. He may be reached at firstname.lastname@example.org.