2010: FIDUCIARIES IN A BOX
Fiduciary relationships may be found in a variety of corporate, trust, partnership, and non-profit contexts. In today?s complex legal environment, one person may wear multiple fiduciary ?hats,? with different duties owed to potentially conflicting constituencies. The consequences associated with these conflicting duties can be downright scary?one of those Things That Go Bump in the Night.
Drawing on the Haynes and Boone's history of expertise in corporate governance, trust and estate issues, and fiduciary litigation, ?Fiduciaries in a Box? will provide a toolkit for avoiding fiduciary disputes?and navigating them if they arise?whether you are a corporate director or officer, trustee, beneficiary or counsel to individuals in those roles.
Wednesday, October 27, 2010
12:00 p.m. - 1:00 p.m. Registration and ?Box? Lunch
1:00 p.m. - 4:30 p.m. Program
4:30 p.m. - 5:30 p.m. Reception
Haynes and Boone, LLP
2323 Victory Avenue, Suite 700
Dallas, TX 75219
12:00 p.m. - 1:00 p.m. Registration and ?Box? Lunch (catered by Beyond the Box)
1:00 p.m. - 1:30 p.m. Introduction
George Bramblett, Partner - Haynes and Boone, LLP
Nick Even, Partner - Haynes and Boone, LLP
1:30 p.m. - 2:45 p.m. Panel One: Corporate Fiduciaries
- Handling Merger & Acquisition Opportunities
- Directors Wearing Multiple Hats
- The Role of Independent Directors
- Executive Compensation & Dodd Frank
Kit Addleman, Partner - Haynes and Boone, LLP
Thad Behrens, Partner - Haynes and Boone, LLP
Eric O. English, Partner - Resolution Strategies, LLP; former Director - ICO, Inc.
Tom Harris, Partner - Haynes and Boone, LLP
2:45 p.m. ? 3:00 p.m. Break
3:00 p.m. - 4:15 p.m. Panel Two: Trust Fiduciaries
- Trusts as Shareholders
- Trustees Wearing Multiple Hats
- Individual vs. Institutional Trustees
John Collins, Partner - Haynes and Boone, LLP
Deborah (Debbie) Cox, Managing Director, Wealth Advisor Private Bank - J.P. Morgan Private Bank
Carrie Huff, Partner - Haynes and Boone, LLP
4:15 p.m. - 4:30 p.m. Conclusion
Nick Even, Partner - Haynes and Boone, LLP
4:30 p.m. - 5:30 p.m. Reception
CLE Approvals:
Texas: This course has been approved for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 3.00 credit hours, of which 1.00 credit hours will apply to legal ethics/professional responsibility credit.
California: This activity is approved for MCLE credit by the State Bar of California in the amount of 3.00 credit hours, of which 1.00 credit hours may be claimed for legal ethics.
New York: This transitional program has been approved in accordance with the requirements of the New York State CLE Board for a maximum of 3.00 credit hours, of which 2.00 credit hours can be applied toward the Areas of Professional Practice requirement, and 1.00 credit hours can be applied toward the Ethics and Professionalism requirement.
For more information, you may contact Cari Peretzman at 214.651.5965 or cari.peretzman@haynesboone.com.