Mitigating Trustee Risk and Avoiding the Courtroom

Date: April 17, 2018

Time: Noon ET (60 Minutes)

Guest Speakers: Judith L. Pearson, President + CEO, Nomadx Solutions, LLC and Jay W. Freiberg, Partner, Katten Muchin Rosenman LLP

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

This discussion will focus on evolving fiduciary roles, litigation trends and trusts structures that impact trustees and fiduciaries as well as how to manage their risk in today’s environment.

Introduction to Our Guests Speakers

Judith Pearson, a seasoned insurance industry and risk management expert leads Nomadx Solutions, LLC as President + CEO. Nomadx has developed a proprietary database regarding fiduciary responsibility and personal liability which is utilized to understand risk within this space. With an understanding of this risk Nomadx Solutions, LLC is in a position to educate trustees and other fiduciaries as well as implement an insurance solution which will surpass what’s currently in the market place.  Her clients range from individual and professional trustees, trust companies, law firms and CPA’s to small to mid-cap businesses.

Prior to forming Nomadx Solutions, LLC, Ms. Pearson was President of ARIS Title Insurance Corporation which was formed under her direction to provide title insurance for fine art and other important collectibles. While leading ARIS Ms. Pearson was named one of the 2015 Power of 100 Leaders in the art world by Blouin/Artinfo International for her role as an insurance innovator.

Ms. Pearson also held the positions of Senior Executive Vice President of Chicago based AON Corporation’s Financial Services Group (“FSG”) and head of FSG’s intellectual property division. A veteran in the insurance industry whose career spanned underwriting for AIG and then Chubb as an underwriting manager, an insurance broker at AON and one of its acquisitions. Judith specialized in Intellectual Property Liability, Directors’ and Officers’ Liability, Fidelity and similar coverage forms and underwriting for U.S based Fortune 500 and equivalent foreign based corporations.

Ms. Pearson has been a frequent speaker at IvyFON, Art Law Day, Art Crime Symposium, Art Law Commission of the Union Internationale des Avocats (International Association of Lawyers) and Art Law division of City of New York Bar. Additionally, Ms. Pearson has been quoted in The Wall Street Journal, New York Times, The Economist, Chicago Sun Times, LA Times, Art and Auction Magazine and has written articles for Wealth Management Magazine, Quest Magazine and the Appraisers Association of America.

Jay W. Freiberg is the chair of Katten’s New York Fiduciary Litigation practice, where he aggressively and efficiently represents all types of stakeholders in and out of the courtroom. Focusing primarily on complex trust and estate disputes, including fraud and tax issues and multi-jurisdiction litigation, he brings deep experience in helping clients win. His private clients, including entrepreneurs, executives and philanthropists, also look to Jay for seasoned judgment in potentially contentious business and personal matters. Jay offers a unique litigation-focused skillset not usually found with typical trusts and estates attorneys; as a federal court clerk and commercial litigator by training, he has spent the last 20 years in courtrooms across the country and inherently understands the hurdles, pitfalls and opportunities within the courtroom setting. Jay is admitted in numerous courts throughout the United States, including the US Tax Court, the US Court of Appeals for the Second Circuit, the US District Court for the Southern and Eastern Districts of New York, and the US District Court for the Eastern District of Pennsylvania. Partnering with local counsel, notably in Delaware and in Florida, Jay is able to provide seamless counsel to his multi-jurisdictional clientele

Not a Member? Request Guest Access

 
Not a Member? Request Guest Access

Teleconferences & Webinars

Tuesday, April 3rd
Noon ET (60 Minutes)
Leadership Succession in Family Foundations: Don’t Stress, You Have Options!
Ashley Fontanetta, Vice President, Philanthropic Services, Whittier Trust
Pegine Grayson JD, CAP® SVP, Philanthropic Services, Whittier Trust

Tuesday, April 10th
Noon ET (60 Minutes)
Raising Purpose-Driven Children
Elizabeth Lombardo, Ph.D., Speaker, Psychologist and Best Selling Author 

Tuesday, April 17th
Noon ET (60 Minutes)
Mitigating Trustee Risk and Avoiding the Courtroom
Judith L. Pearson, President + CEO, Nomadx Solutions, LLC

Tuesday, April 24th
Noon ET (60 Minutes)
Age Healthy, Wealthy & Wise
Coventry Edwards-Pitt, CFA, CFP®, Chief Wealth Advisory Officer, Ballentine Partners, LLC

By | 2018-03-27T14:34:34+00:00 March 27th, 2018|Best Practices for Trusts, Trustees & Beneficiaries|